$438.1M Total AUM
$165.0M Disc. AUM
18.0% 3Y CAGR
2 Employees
34 ADV. Clients
32 yrs Firm Age
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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- Summit elementRadial prime +more
- Established Date
- 02-09-1994
- Office Locations
- 2
Office Locations
20488 Park Road Elkhorn NE
414 S 14 Street Omaha NE
About Arnold Weitz & CO
Arnold Weitz & Co is a Raymond James-affiliated advisory practice serving business owners, families, retirees, women, and select endowments. The team provides financial planning and investment management-portfolio construction plus retirement, tax/estate and insurance planning-and builds portfolios using ETFs and fixed income with an explicit focus on risk management.
Team overview
45 AVG AGE
$219.0M AVG AUM / ADVISOR
$12.9M AVG AUM / CLIENT
13.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age
Insights
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Accredited Investors
Harbor crest
Asset Classes
Ember Vertex Meridian Peak Value Meridian Atlas pioneer
Client Personas
Beacon Momentum Quantum
Custodian
Oak Vector Harbor Horizon value Meridian element Wave Vital timber Timber Momentum glacier
Investment Themes
Alpha Alpha Vector Bridge Pathway radial Crest
Investment Vehicles
Foundation signal Atlas vertex
Platform
Legacy Momentum optima Unison timber
Services
Bridge Vertex ridge Optima unison Focus optima Oak Radial Timber Atlas vital Wave oak Ridge Vertex vertex Alpha insight Value value
Technology
Insight Timber Oak bridge Bridge
Owner & Executives
ARNOLD DAVID WEITZ
Owner
- CRD
- #462620
- Ownership
- 75% or more
(218) 524-2904
catalyst.ember@oakcapital.com
in linkedin.com/in/insight-atlas
TIFFANY LYNN POLIFKA
Chief Compliance Officer
- CRD
- #4830879
- Ownership
- Less than 5%
(450) 838-9314
frontier.ridge@bridgecapital.com
in linkedin.com/in/summit-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,961,741 | $3,234,544 |
| Non-Discretionary | $273,110,776 | $18,207,385 |
| Total | $438,072,517 | $6,637,462 |
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Separately Managed Accounts
Total SMA Asset: $438,072,517
Equity - Exchange:
14.7% U.S. Government/Agency:
11.6% Cash:
18.7% Corporate - Investment Grade:
15.5% Municipal Bonds:
22.1% Other:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,022,591,952 | 14.7% |
| U.S. Government/Agency | $806,943,309 | 11.6% |
| Cash | $1,300,848,265 | 18.7% |
| Corporate - Investment Grade | $1,078,243,214 | 15.5% |
| Municipal Bonds | $1,537,366,132 | 22.1% |
| Other | $1,210,414,963 | 17.4% |
| Total | $6,956,407,835 | 100.0% |