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ARNOLD AND MOTE WEALTH MANAGEMENT
ARNOLD FINANCIAL PLANNING LLC
CRD 283698 · SEC 801-123293
1202 DINA COURT, SUITE B, HIAWATHA, IA, 52233, United States
Phone
319-393-4020
Fax
888-688-8434
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$168.2M
Discretionary AUM
$168.2M
Team
6 total employees; 5 advisory reps; 24 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $34.8M |
| High net worth individuals | 53 | $133.4M |
States served
IL, IA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD