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, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm is SEC-registered (registration year 2018) and describes itself as a capital allocator that provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutional/business clients. Its advisory menu includes financial planning, discretionary and non‑discretionary portfolio management, pension consulting services, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5
Erin Kinney
Investment Adviser RepresentativeCRD 5110177
Andrew Arkfeld
Managing Partner, Investment Advisor RepresentativeCRD 2767128
Jason Wolff
Investment Adviser RepresentativeCRD 7234703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$31.3M in ETFs
97%
$30.4M
1%
$875K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $5.1M | 13,541 | 16.28% |
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
Similar firms
Prairie Wealth Advisors, Inc.
RIAOmaha, NE
Sequent Planning, LLC
RIAOmaha, NE
America First Investment Advisors LLC
RIAOmaha, NE
Lawson Kroeker Investment Management Inc
RIAOmaha, NE
Smart Wealth, LLC
RIAOmaha, NE
Westchester Capital Management Inc
RIAOmaha, NE