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 an LLC and SEC-registered in 2022. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners. Its business model relies on fixed-fee and hourly engagements rather than asset-based billing. The firm identifies as an active ESG investor and is owned by an individual principal; it does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4
Kyle Bakas
Associate Financial AdvisorCRD 8124908
Quinn Arnold
Owner and Financial PlannerCRD 6638323
Matthew Hylland
Financial AdvisorCRD 6564138
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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