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Arnold And Mote Wealth Management
Arnold And Mote Wealth Management is an SEC-registered investment adviser in HIAWATHA, IA, registered since 2022. The firm manages approximately $168 million...
Overview
Arnold And Mote Wealth Management is an SEC-registered investment adviser in HIAWATHA, IA, registered since 2022. The firm manages approximately $168 million in regulatory assets. It employs 6 staff and 5 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Hiawatha
Corporate office
Hiawatha, IA, United States
Principals
Tim Arnold
Wealth Advisor
Nick Mote
Wealth Advisor
Frequently asked questions
What is the firm's known posture on co-investments alongside external GPs?
Arnold and Mote does not publicly disclose a co-investment program. Given its apparent focus on conventional portfolio management for local clients, co-investments alongside external general partners are unlikely to be a core part of the practice.
How does Arnold and Mote source clients?
Client sourcing in a practice of this type is almost entirely local and relationship-driven — referrals from existing clients, community involvement, and the professional network of the named principals in the Cedar Rapids metro area. There is no indication of a national marketing footprint.
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