# Arkfeld Wealth Strategies, L.L.C.

> Arkfeld Wealth Strategies, L.L.C. is an SEC-registered investment advisory firm in Omaha, NE, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 293175
- Filed as: ARKFELD WEALTH STRATEGIES, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293175
- AdvisorCensus page: https://advisorcensus.com/firm/arkfeld-wealth-strategies-l-l-c-omaha-ne-293175

## Quick answers

**How is Arkfeld Wealth Strategies, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Arkfeld Wealth Strategies, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Arkfeld Wealth Strategies, L.L.C. located?**
Arkfeld Wealth Strategies, L.L.C.'s principal office is in Omaha, NE, according to its Form ADV.

**Is Arkfeld Wealth Strategies, L.L.C. registered with the SEC or a state?**
Arkfeld Wealth Strategies, L.L.C. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293175.

**How much does Arkfeld Wealth Strategies, L.L.C. manage?**
Arkfeld Wealth Strategies, L.L.C. reports $537,974,000 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (86% discretionary).

**How have Arkfeld Wealth Strategies, L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Arkfeld Wealth Strategies, L.L.C.: Regulatory assets under management: $270,193,500 in the October 2021 data and $537,974,000 in the October 2026 data, up 99%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arkfeld Wealth Strategies, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (805); high net worth individuals (132).

**Which custodians does Arkfeld Wealth Strategies, L.L.C. use?**
Arkfeld Wealth Strategies, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Arkfeld Wealth Strategies, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293175

**Does Arkfeld Wealth Strategies, L.L.C. state an account minimum?**
Its Form ADV Part 2A brochure dated April 29, 2026 says: "For its services, AWS does not require a minimum dollar value in assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size."

**What changed in Arkfeld Wealth Strategies, L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $478,933,000 to $537,974,000 (+12%). Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Account minimum: None

> For its services, AWS does not require a minimum dollar value in assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $537,974,000
- Discretionary: $463,367,000
- Non-discretionary: $74,607,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 805 | $137,145,000 |
| High net worth individuals | 132 | $399,702,000 |
| Charitable organizations | Fewer than 5 | $586,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $541,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IA, KS, MO, NE, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [arkfeldwealth.com](https://arkfeldwealth.com)
- Facebook @Arkfeld-Wealth-Strategies
- LinkedIn @arkfeld-wealth-strategies
- X @ArkfeldWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $270,193,500 | 6 | March 22, 2021 |
| October 2022 | $309,356,500 | 5 | August 3, 2022 |
| October 2023 | $319,075,800 | 6 | March 21, 2023 |
| October 2024 | $392,086,100 | 8 | June 26, 2024 |
| October 2025 | $478,933,000 | 8 | July 22, 2025 |
| October 2026 | $537,974,000 | 8 | April 29, 2026 |

Regulatory assets under management: $270,193,500 in the October 2021 data and $537,974,000 in the October 2026 data, up 99%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $478,933,000 to $537,974,000 (+12%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arkfeld Wealth Strategies, L.L.C. (CRD 293175): Form ADV filing data as of October 2026.