# Arnold and Mote Wealth Management

> Arnold and Mote Wealth Management is an SEC-registered investment advisory firm in Hiawatha, IA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 283698
- Filed as: ARNOLD AND MOTE WEALTH MANAGEMENT
- Legal name: Arnold Financial Planning LLC
- Also doing business as: ARNOLD AND MOTE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hiawatha, IA
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283698
- AdvisorCensus page: https://advisorcensus.com/firm/arnold-and-mote-wealth-management-hiawatha-ia-283698

## Quick answers

**How is Arnold and Mote Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Arnold and Mote Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Arnold and Mote Wealth Management located?**
Arnold and Mote Wealth Management's principal office is in Hiawatha, IA, according to its Form ADV.

**Is Arnold and Mote Wealth Management registered with the SEC or a state?**
Arnold and Mote Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 283698.

**How much does Arnold and Mote Wealth Management manage?**
Arnold and Mote Wealth Management reports $168,230,596 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary).

**How have Arnold and Mote Wealth Management's assets and staff changed since 2022?**
In the Form ADV data for Arnold and Mote Wealth Management: Regulatory assets under management: $108,059,446 in the October 2022 data and $168,230,596 in the October 2026 data, up 56%. Total employees: 4 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arnold and Mote Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (80); high net worth individuals (53).

**Which custodians does Arnold and Mote Wealth Management use?**
Arnold and Mote Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Arnold and Mote Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283698

**What changed in Arnold and Mote Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in CA, MN.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $168,230,596
- Discretionary: $168,230,596
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 80 | $34,831,469 |
| High net worth individuals | 53 | $133,399,127 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IA, IL, LA, MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [arnoldmotewealthmanagement.com](https://arnoldmotewealthmanagement.com)
- Facebook @arnoldmotewealthmanagement
- LinkedIn @QUINN-ARNOLD-51B4AA2
- LinkedIn @matthylland
- YouTube @ArnoldMoteWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $108,059,446 | 4 | June 13, 2022 |
| October 2023 | $92,194,193 | 5 | April 21, 2023 |
| October 2024 | $111,333,148 | 5 | May 24, 2024 |
| October 2025 | $128,339,847 | 5 | June 10, 2025 |
| October 2026 | $168,230,596 | 6 | July 24, 2026 |

Regulatory assets under management: $108,059,446 in the October 2022 data and $168,230,596 in the October 2026 data, up 56%.
Total employees: 4 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in CA, MN.

### July 2026
- Registered or notice-filed in LA.

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $128,339,847 to $168,230,596 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arnold and Mote Wealth Management (CRD 283698): Form ADV filing data as of October 2026.