Bank / Wealth / TrustRIA · CRD 108026SEC-Registered

Updated:

Arnold Weitz & Co.

Arnold Weitz & Co. is an SEC-registered investment adviser in Elkhorn, NE, registered since 2009. The firm manages $438 million in assets, including $165...

Arnold Weitz & Co.

Arnold Weitz & Co. is an SEC-registered investment adviser in Elkhorn, NE, registered since 2009. The firm manages $438 million in assets, including $165 million on a discretionary basis. It employs 2 people, with 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Location

Region

North America

Country

United States

City

Elkhorn

Corporate office

Elkhorn, NE, United States

Sector focus

Wealth Management

Frequently asked questions

What is the firm's succession plan?

Raymond James offers a formal succession and acquisition program for its affiliated practices, including lending to internal successors and a valuation framework that facilitates equity transitions from senior to junior advisors. Practices in the network commonly use this infrastructure rather than selling to outside consolidators, though Arnold Weitz & Co.'s specific plan is not public.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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