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ARNOLD AND MOTE WEALTH MANAGEMENT
1202 Dina Court
Suite B
Hiawatha, Iowa 52233
Tel: 319-393-4020
About ARNOLD AND MOTE WEALTH MANAGEMENT
ARNOLD AND MOTE WEALTH MANAGEMENT, formally registered with the SEC as ARNOLD AND MOTE WEALTH MANAGEMENT. The firm was established in 02/22/2022. They have over 2 offices throughout the country.
ARNOLD AND MOTE WEALTH MANAGEMENT is a Hiawatha, Iowa based Financial Planning firm with nearly $128,339,847 assets under management, offering retirement planning & investment advisory services to 539 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283698 |
| SEC# | 801-123293 |
| Assets Managed by Firm | $128,339,847 |
| No. of Clients | 539 |
| No. of Advisors | 5 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 539 | $128,339,847 |
| Individuals (other than high net worth individuals) | 79 | $31,042,116 |
| High net worth individuals | 46 | $97,297,731 |
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