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Arnold AND Mote Wealth Management

Arnold AND Mote Wealth Management. CRD 283698

Arnold AND Mote Wealth Management logo

CRD: 283698

Arnold AND Mote Wealth Management

Hiawatha, IA, 52233
3193934020
arnoldmotewealthmanagement.com
$168.2M Total AUM
$168.2M Disc. AUM
14.6% 3Y CAGR
6 Employees
157 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Wave signalNorth pathway +more
Established Date
05-02-2016
Office Locations
1

Office Locations

1202 Dina Court Suite B Hiawatha IA

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.

Team overview

36 AVG AGE
$33.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Radial element

Client Personas

Vertex Optima

Custodian

Meridian horizon Legacy Vector quantum Horizon Fusion pathway Pathway delta

Fund Managers

Zenith

Investment Themes

Frontier vertex Vector Vertex

Investment Vehicles

Frontier

Platform

Pioneer

Services

Ember beacon Prime Vital Bridge ridge Element signal Beacon north Delta matrix Element momentum Glacier Unison matrix Timber Meridian focus

Technology

Bridge Foundation Frontier Delta meridian Focus Beacon

Owner & Executives

Quinn Robert Arnold

Quinn Robert Arnold

Chief Compliance Officer, Managing Member

CRD
#6638323
Ownership
75% or more
(327) 340-9907
quantum.pioneer@eaglecapital.com
in linkedin.com/in/pathway-zenith
Matthew Marburg Hylland

Matthew Marburg Hylland

Owner

CRD
#6564138
Ownership
Less than 5%
(695) 469-4816
foundation.wave@quantumcapital.com
in linkedin.com/in/pioneer-alpha

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Contacts

K

Kyle Bakas

--

CRD
#8124908
(815) 446-9068
foundation.vector@foundationcapital.com
in linkedin.com/in/wave-timber
Nicholas Robert Ford

Nicholas Robert Ford

Financial Planner

CRD
#7334699
(389) 960-5929
zenith.quantum@frontiercapital.com
in linkedin.com/in/ember-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-17-2022
04-21-2023
12-23-2024
06-10-2025
02-12-2026
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

Total SMA Asset: $168,230,596

$168.2M Total SMA
Public Funds:
37.4%
Cash:
38.7%
Equity - Exchange:
23.9%
Asset class Assets Assets %
Public Funds $1,384,461,343 37.4%
Cash $1,432,584,331 38.7%
Equity - Exchange $884,722,622 23.9%
Total $3,701,768,296 100.0%

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