Mottet Wealth

Overview

Mottet Wealth is an independent registered investment adviser that serves individual and family clients. The firm operates as a capital allocator, blending traditional public funds with selective allocations to third‑party alternative managers. Its service mix includes financial planning, discretionary and non‑discretionary portfolio management for individuals and small businesses, selection of other advisers, and publication of client‑facing materials. Mottet Wealth charges fees on a percentage‑of‑AUM basis and also uses hourly and fixed‑fee billing for some engagements. The firm identifies as an active ESG investor and incorporates environmental, social and governance considerations into manager selection and portfolio construction. Investment strategy appears centered on mutual funds and other pooled public vehicles as the core holdings, while using external alternative managers to add non‑correlated return streams and access to private markets. The firm’s advisory activities and stated willingness to select outside managers signal a manager‑of‑managers approach for portions of client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices