$68.0M Total AUM
$65.4M Disc. AUM
-- 3Y CAGR
1 Employees
244 ADV. Clients
34 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-1992
- Office Locations
- 1
Office Locations
-- Parkville MO
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.
Team overview
-- AVG AGE
$68.0M AVG AUM / ADVISOR
$278.6K AVG AUM / CLIENT
34.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
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Owner & Executives
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DOUGLAS JAMES MOTTET
Investment Advisor
- CRD
- #2043640
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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