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- Custodian
- Altruist · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-09-1992
- Office Locations
- 1
Office Locations
About Mottet Wealth
Mottet Wealth is Doug Mottet’s independent, fee-only RIA in Parkville/Kansas City, serving as a fiduciary since 1989. The practice provides investment management and ongoing financial planning for clients nearing or in retirement, including executives and business owners. Mottet emphasizes a high-touch, simplified process, with flexible meeting options and 24/7 availability.
Reported data analysis
What the numbers show
Of the latest reported AUM, 96.3% is discretionary and 3.7% is non-discretionary.
The firm reports 1 advisory representatives and 244 clients, or 244 clients per representative. That equates to $278.6K in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
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Unlock allContacts
DOUGLAS JAMES MOTTET
Investment Advisor
- CRD
- #2043640
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,448,378 | -- |
| Non-Discretionary | $2,520,591 | -- |
| Total | $67,968,969 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mottet Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.