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ARNOLD WEITZ & CO
CRD 108026 · SEC 801-69800
20488 PARK RD, ELKHORN, NE, 68022, United States
Phone
402-392-2244
Fax
402-392-0320
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$438.1M
Discretionary AUM
$165.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $420.7M |
| High net worth individuals | 12 | $17.3M |
States served
NE, TX
All web addresses on file
Official SEC filing: View on IAPD