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ARKFELD WEALTH STRATEGIES, L.L.C.

OMAHA, NE · CRD 293175 · IAPD ↗ · arkfeldwealth.com · 402-933-1970

$538.0MRegulatory AUM
5Advisory reps
8Employees
6Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ARKFELD WEALTH STRATEGIES, L.L.C. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — ARKFELD WEALTH STRATEGIES, L.L.C. 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
70
April 2026 — ARKFELD WEALTH STRATEGIES, L.L.C. crossed $500M in regulatory AUM ($478.9M -> $538.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
March 2025 — ARKFELD WEALTH STRATEGIES, L.L.C. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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