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ARKFELD WEALTH STRATEGIES, L.L.C.
CRD 293175File 801-114011
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$538.0M
Above cohort median (national)
Discretionary AUM
$463.4M
Non-discretionary $74.6M
Clients
937
2,204 accounts
Employees
8
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 25, 2018
- Principal office
- 3512 N. 163RD PLAZA, OMAHA, NE, 68116
- Phone
- 402-933-1970
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $538.0M
- Discretionary AUM
- $463.4M
- Non-discretionary AUM
- $74.6M
- Discretionary accounts
- 2,071
- Non-discretionary accounts
- 133
- Total accounts
- 2,204
- AUM per client
- $574K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $541K |
| Charitable organizations | Fewer than 5 | $586K |
| High net worth individuals | 132 | $399.7M |
| Individuals (other than high net worth individuals) | 805 | $137.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

