RIA Intel›Advisers›Iowa›DOUG MOTTET ENTERPRISES, INC.

DOUG MOTTET ENTERPRISES, INC.

Advisory

IA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in IA
#136
of 154 advisers by AUM
Average account
$264K
across 257 accounts
AUM per adviser
$68M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$68M
Discretionary %
96.3%
Clients
130
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$68M
Discretionary AUM$65M
Non-Discretionary AUM$3M
Discretionary %96.3%
Total Clients130
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIA, KS, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

ACTIS WEALTH MANAGEMENT L.C.
WAUKEE, IA
$70M
CHRISTENSEN CAPITAL, LLC
$71M
VITAL CAPITAL LLC
CLINTON, IA
$71M
ENERIC FINANCIAL SERVICES, INC.
FAIRFIELD, IA
$63M
0.0% 1Y
INTEGRITY WEALTH MANAGEMENT LLC
$62M
PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC
BETTENDORF, IA
$60M

Get the full picture on DOUG MOTTET ENTERPRISES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DOUG MOTTET ENTERPRISES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans