Arkfeld Wealth Strategies, L.L.C.
- Regulatory AUM
- $538M
- Discretionary
- $463M
- Clients
- 937
- Avg AUM / client
- $574K
- Accounts
- 2,204
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 805 | $137M | 25.5% |
| High net worth individuals | 132 | $400M | 74.3% |
| Charitable organizations | Fewer than 5 clients | $586K | 0.11% |
| Corporations and other businesses | Fewer than 5 clients | $541K | 0.1% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Jay Arkfeld | Managing Member | Apr 2012 (14y) | 75% or more | |
| Brannan, Ashley, Irene | Cco | Mar 2020 (6y) | Less than 5% | |
| Erin Marie Kinney | Registered representative | Oct 2018 (8y) | ||
| Jason Brian Wolff | Registered representative | Oct 2020 (6y) | ||
| Nathan Albert Despain | Registered representative | Jun 2024 (2y) | ||
| Tristan Mckinley Thoms | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $536M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗