Investment adviser · CRD 283698
ARNOLD AND MOTE WEALTH MANAGEMENT
Investment adviser filing (IA)
ARNOLD FINANCIAL PLANNING LLC
HIAWATHA, IA, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $168M Form ADV · Item 5.F
- Client accounts
- 585 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 53 | $133,399,127 | 79.3% |
| Individuals | 80 | $34,831,469 | 20.7% |
Filing source
Form ADV 2121795 · Jul 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Hourly · Fixed
Principal office
1202 DINA COURT, SUITE BHIAWATHA, IA, 52233, United States
CRD 283698
Filing source
Form ADV 2121795 · Jul 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.