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MOTTET WEALTH

DOUG MOTTET ENTERPRISES, INC.

CRD 116044

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$68.0M

Discretionary AUM

$65.4M

Team

1 total employees; 1 advisory reps; 114 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals115$23.4M
High net worth individuals15$44.6M

All web addresses on file

Official SEC filing: View on IAPD