# Mottet Wealth

> Mottet Wealth is a state-registered investment advisory firm, registered since 1992, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 116044
- Filed as: MOTTET WEALTH
- Legal name: Doug Mottet Enterprises, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116044
- AdvisorCensus page: https://advisorcensus.com/firm/mottet-wealth-116044

## Quick answers

**How is Mottet Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Mottet Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Mottet Wealth registered with the SEC or a state?**
Mottet Wealth is a state-registered investment advisory firm, registered since 1992. Status as filed: APPROVED. CRD 116044.

**How much does Mottet Wealth manage?**
Mottet Wealth reports $67,968,969 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (96% discretionary).

**What types of clients does Mottet Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (15).

**Does Mottet Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116044

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $67,968,969
- Discretionary: $65,448,378
- Non-discretionary: $2,520,591

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $23,392,115 |
| High net worth individuals | 15 | $44,576,854 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1992 (34 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dougmottet.com
- mottetwealth.com
- LinkedIn linkedin.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mottet Wealth (CRD 116044): Form ADV filing data as of October 2026.