HIAWATHA, IACRD 283698Latest ADV February 12, 2026
Arnold and Mote Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hiawatha, IA. Its latest Form ADV filing, dated February 12, 2026, reports $168M in regulatory assets under management, 6 employees, 1 office, and 585 accounts.
Assets Under Management
$168M
Employees
6
Offices
1 office
Total Clients
133
Primary office
HIAWATHA, IA
1202 DINA COURT, SUITE B, HIAWATHA, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.2% of total clients.
Top client categories% of clientsClients
1
Individuals
60.2%
80
2
HNWI
39.8%
53
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$168Mas of February 12, 2026
Discretionary100.0%
$168M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$168M
Total Accounts585
10Y AUM Change+$60M (+55.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee22:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.