PPrivate Fund Data Log in Join · $37/mo

Arkfeld Wealth Strategies, L.L.C.

● SEC registered since 2018CRD 293175SEC# 801-114011Omaha, NE
Export (members)
Reg. AUM
$478.9M
Employees
8
Accounts
2,001
Location
Omaha, NE

Arkfeld Wealth Strategies, L.L.C. assets under management

Arkfeld Wealth Strategies, L.L.C. is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2018. It reports $478.9 million in regulatory assets under management and employs 8 people.
www.arkfeldwealth.comView on SEC.gov ↗

Arkfeld Wealth Strategies, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Andrew Jay Arkfeld ControlManaging MemberOver 75%2012
Ashley Irene Brannan ControlCcoUnder 5%2020

Frequently asked questions

How much does Arkfeld Wealth Strategies, L.L.C. manage?

Arkfeld Wealth Strategies, L.L.C. reports $478.9 million in regulatory assets under management on its Form ADV.

How many employees does Arkfeld Wealth Strategies, L.L.C. have?

Arkfeld Wealth Strategies, L.L.C. reports 8 employees.

Where is Arkfeld Wealth Strategies, L.L.C. located?

Arkfeld Wealth Strategies, L.L.C. is based in Omaha, NE and has been SEC-registered since 2018.

Does Arkfeld Wealth Strategies, L.L.C. disclose fund performance?

Arkfeld Wealth Strategies, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3512 N. 163rd Plaza, Omaha, NE 68116
Phone402-933-1970
Fax402-932-6062
Office hours8:00 a.m. To 4:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$412.7M
Non-discretionary$66.2M
Total (RAUM)$478.9M