ARNOLD AND MOTE WEALTH MANAGEMENT
Firm details
- Headquarters
- HIAWATHA, Iowa
- CRD number
- 283698
- Registered since
- February 22, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI79.3%
- Individuals20.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arnold And Mote Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individual and family clients, with services extending to small-business portfolio management. Its typical fee approach is non-asset-based, using hourly and fixed-fee arrangements. The adviser identifies as an active ESG investor, suggesting environmental, social, and governance considerations factor into its selection process and manager due diligence. The firm registered with the SEC in 2022 and is not structured as a capital allocator or related adviser. It describes its client base primarily as individuals and families rather than institutional sponsors or pensions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 5Kyle Bakas
Associate Financial AdvisorCRD 8124908
Chad Gammon
Associate Financial PlannerCRD 7646246
Quinn Arnold
Owner and Financial PlannerCRD 6638323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$112M in ETFs
84%
$94M
16%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US AGGREGATE BOND ETF (SCHZ) | Schwab | Passive | Intermediate Core Bond | $14.8M | 638,805 | 13.25% |
Location
HIAWATHA, IA
LINN
Location
HIAWATHA, IA
Headquartered in HIAWATHA, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.
- Metro area
- Cedar Rapids-Iowa City, IA
- Region
- Midwest
- County
- LINN
- Address
- 1202 Dina Ct
- Time zone
- CT (UTC-6)
- Office locations
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