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ARNOLD AND MOTE WEALTH MANAGEMENT

HIAWATHA, IA · CRD 283698 · IAPD ↗ · 319-393-4020

$168.2MRegulatory AUM
5Advisory reps
6Employees
24Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
August 2026 — ARNOLD AND MOTE WEALTH MANAGEMENT notice-filed in CA, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2026 — ARNOLD AND MOTE WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2026 — ARNOLD AND MOTE WEALTH MANAGEMENT reported RAUM up 31% ($128.3M -> $168.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — ARNOLD AND MOTE WEALTH MANAGEMENT notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.