# Arnold Weitz & Co.

Arnold Weitz & Co. is a Bank / Wealth / Trust based in Elkhorn, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Elkhorn, United States
- **Region:** North America
- **Address:** Elkhorn, NE, United States
- **Assets under management:** Undisclosed
- **Website:** raymondjames.com/awcfinancial

## Regulatory record

- **CRD number:** 108026
- **SEC file number:** 801-69800
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108026

## About

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.

## Sectors

- Wealth Management

## 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.

## Related profiles

- [SVB Asset Management](https://altss.com/profile/svb-asset-management)
- [S. R. Schill & Associates](https://altss.com/profile/s-r-schill-and-associates)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/arnold-weitz-and-co

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