ARNOLD FINANCIAL PLANNING LLC
Legal name: ARNOLD AND MOTE WEALTH MANAGEMENT
CRD #283698 SEC #801-123293 HIAWATHA, IA 319-393-4020
SEC Registered
Total AUM
$128.3M
Discretionary
$128.3M
Employees
5
Clients
101
Accounts
539
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $128.3M | $128.3M | $0 | 5 | 31 |
| Jan 2025 | $128.3M | $128.3M | $0 | 5 | 31 |
| Dec 2024 | $111.3M | $111.3M | $0 | 5 | 28 |
| May 2024 | $111.3M | $111.3M | $0 | 5 | 28 |
| Feb 2024 | $111.3M | $111.3M | $0 | 5 | 28 |
| Jan 2024 | $92.2M | $92.2M | $0 | 5 | 28 |
| Apr 2023 | $92.2M | $92.2M | $0 | 5 | 28 |
| Apr 2023 | $92.2M | $92.2M | $0 | 5 | 28 |
| Feb 2023 | $92.2M | $92.2M | $0 | 5 | 28 |
| Oct 2022 | $108.1M | $108.1M | $0 | 5 | 19 |
| Jun 2022 | $108.1M | $108.1M | $0 | 4 | 19 |
| Apr 2022 | $108.1M | $108.1M | $0 | 3 | 19 |
| Feb 2022 | $108.1M | $108.1M | $0 | 3 | 19 |
| Jan 2022 | $108.1M | $108.1M | $0 | 3 | 19 |
DateJun 2025
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients31
DateJan 2025
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients31
DateDec 2024
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees5
Clients28
DateMay 2024
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees5
Clients28
DateFeb 2024
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees5
Clients28
DateJan 2024
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees5
Clients28
DateApr 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees5
Clients28
DateApr 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees5
Clients28
DateFeb 2023
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees5
Clients28
DateOct 2022
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees5
Clients19
DateJun 2022
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees4
Clients19
DateApr 2022
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees3
Clients19
DateFeb 2022
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees3
Clients19
DateJan 2022
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees3
Clients19