Arkfeld Wealth Strategies, L.L.C.
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 293175
- Registered since
- September 25, 2018
- Website
- arkfeldwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.3%
- Individuals25.49%
- Charitable Organizations0.11%
- Corporations / Businesses0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Arkfeld Wealth Strategies, L.L.C. is an independent registered investment adviser formed in 2018 and owned by an individual principal. The firm serves primarily individual and family clients and acts as a capital allocator, combining direct portfolio management with selection of third‑party managers. Its fee model includes assets‑under‑management fees along with hourly and fixed‑fee arrangements. Listed advisory services cover financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers. Arkfeld does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds14%
- State & Local Bonds7%
- US Government Bonds1%
Contacts
3 of 6
Tristan Thoms
IARCRD 7304517
Nathan Despain
Investment Advisor RepresentativeCRD 7841855
Andrew Arkfeld
Managing Partner, Investment Advisor RepresentativeCRD 2767128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$35.9M in ETFs
97%
$34.6M
2%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF (RSPG) | Invesco | Passive | Equity Energy | $6.7M | 69,392 | 18.82% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 3512 N 163rd Plz
- Time zone
- CT (UTC-6)
- Office locations
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