|
⚲
|
| Keyboard |
| Arnold Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 283698 |
| SEC # | 801-123293 |
| CIK # | 0002107020 |
| AUM | 168.2 M (2026-06-15) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 319-393-4020 |
| Address | 1202 Dina Court Hiawatha, IA 52233 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Tesla Motors Inc | 2.6 | ||
| Nvidia Corp | 0.9 | ||
| Facebook Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 34.8 |
| (b) Individuals (high net worth individuals) | 53 | 133.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 585 | 168.2 |
| By Discretionary | ||
| Discretionary | 585 | 168.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 585 | 168.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.2 | |
| Total | 585 | 168.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107020] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 24 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Comima LLC
✚
|
169.1 M | |
|
McCarley & Cook LLC
✚
|
OH | 169.1 M |
|
Gladwyn Financial Advisors Inc
✚
|
169.0 M | |
|
Somnio Financial Group LLC
✚
|
CT | 168.3 M |
|
Stonehaven Wealth & Tax Solutions LLC
✚
|
WI | 168.2 M |
|
North Forty Two & Co
✚
|
OR | 167.9 M |
|
Lloyd Park LLC
✚
|
167.9 M | |
|
Lilliano Capital Management LLC
✚
|
AZ | 167.9 M |
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 167.8 M |
|
Illuminate Wealth Management LLC
✚
|
IL | 167.6 M |