Arnold and Mote Wealth Management

Overview

Arnold and Mote Wealth Management is an independent, individual-owned LLC that provides financial planning and portfolio management services to individuals and families, as well as to small-business owners. The firm is SEC registered (registered in 2022) and charges clients on hourly and fixed‑fee arrangements rather than percentage-based asset fees. The practice identifies as an active ESG investor and integrates third‑party managers for non‑traditional strategies alongside its core public fund allocations. The firm’s advisory scope focuses on personalized planning and discretionary portfolio management for a modest client base, positioning itself as a fee-for-service RIA that leans on pooled public funds for core exposure while layering external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives