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ARNOLD WEITZ & CO

ELKHORN, NE · CRD 108026 · IAPD ↗ · raymondjames.com · 402-392-2244

$438.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — ARNOLD WEITZ & CO reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — ARNOLD WEITZ & CO reported RAUM up 36% ($270.1M -> $366.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.