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, SEC-registered RIA organized as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management for individual and family clients, charging on an hourly or fixed-fee basis. The adviser reports being an active ESG investor and is not a capital allocator or pension consultant. SEC registration occurred in 2022.
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 36Active vs passive
$133M in ETFs
86%
$114M
14%
$19.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $16.3M | 553,571 | 12.22% |
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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