Firm profile

ARKFELD WEALTH STRATEGIES, L.L.C.

OMAHA, NECRD 293175Latest ADV April 29, 2026

Arkfeld Wealth Strategies, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated April 29, 2026, reports $538M in regulatory assets under management, 8 employees, and 2,204 accounts.

Assets Under Management
$538M
Employees
8
Offices
--
Total Clients
937
Primary office
OMAHA, NE
3512 N. 163RD PLAZA, OMAHA, NE, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAshley I. Brannan

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.9% of total clients.
Top client categories% of clientsClients
1
Individuals
85.9%
805
2
HNWI
14.1%
132
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$538Mas of April 29, 2026
Discretionary86.1%
$463M
86% of total RAUM86.1%
Non-discretionary13.9%
$75M
14% of total RAUM13.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$538M
Total Accounts2,204
10Y AUM Change+$538M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee117:1
10Y Employee Change+5 (+166.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.