CRD: 283698
Arnold AND Mote Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-02-2016
- Office Locations
- 1
Office Locations
About Arnold AND Mote Wealth Management
Arnold & Mote Wealth Management is a flat-fee, fiduciary financial planning and wealth management firm serving individuals and families in the Cedar Rapids, IA area and virtually nationwide. The team provides holistic planning alongside investment analysis/management, with deep work in tax strategy, insurance and benefits, college funding, and estate/legacy planning. Known for guidance around early severance/retirement decisions, Roth conversions, and health insurance transitions; custody includes Schwab.
Reported data analysis
What the numbers show
Between June 10, 2025 and July 24, 2026, reported AUM increased 31.1%, from $128.3M to $168.2M.
Across 5 reported observations, AUM increased 55.7% between October 17, 2022 and July 24, 2026, from $108.1M to $168.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 157 clients, or 31.4 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Quinn Robert Arnold
Chief Compliance Officer, Managing Member
- CRD
- #6638323
- Ownership
- 75% or more
Matthew Marburg Hylland
Owner
- CRD
- #6564138
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Kyle Bakas
--
- CRD
- #8124908
Nicholas Robert Ford
Financial Planner
- CRD
- #7334699
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,230,596 | $287,574 |
| Non-Discretionary | $0 | -- |
| Total | $168,230,596 | $287,574 |
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Separately Managed Accounts
SMA allocation detail is available
Arnold AND Mote Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.