RIA Intel›Advisers›Nebraska›ARKFELD WEALTH STRATEGIES, L.L.C.

ARKFELD WEALTH STRATEGIES, L.L.C.

Advisory

N·OMAHA, NE

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM

$538M

1-Year AUM Growth

+22.9%

3-Year CAGR

+13.2%

Employees

5

Assets Under Management

Total AUM$538M

Discretionary AUM$463M

Non-Discretionary AUM$75M

Discretionary %86.1%

Total Clients847

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record21

First FilingAug 20, 2018

Latest FilingMar 5, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARKFELD WEALTH STRATEGIES, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.