Overview
Assets Under Management: $168 million
Headquarters: HIAWATHA, IA
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
ARNOLD AND MOTE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283698), ARNOLD AND MOTE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ARNOLD AND MOTE WEALTH MANAGEMENT is headquartered in HIAWATHA, IA.
ARNOLD AND MOTE WEALTH MANAGEMENT serves 53 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, ARNOLD AND MOTE WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
ARNOLD AND MOTE WEALTH MANAGEMENT manages $168 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, ARNOLD AND MOTE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 585
Discretionary Accounts: 585
Regulatory Filings
CRD Number: 283698
Filing ID: 2053763
Last Filing Date: 2026-02-12 12:54:42