AUMdb

Firetower Enterprises Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 336549 · · www.firetoweradvisors.com
☆ Save with Pro ADV data as of Apr 21, 2026
Regulatory AUM
$24.0K
Discretionary
$24.0K
Clients
0
Avg AUM / client
Accounts
2
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $24.0K 100.0%
High net worth individuals Fewer than 5 clients $0
Banking or thrift institutions Fewer than 5 clients $0
Pension and profit sharing plans Fewer than 5 clients $0
Charitable organizations Fewer than 5 clients $0
State or municipal government entities Fewer than 5 clients $0
Other investment advisers Fewer than 5 clients $0
Insurance companies Fewer than 5 clients $0
Sovereign wealth funds and foreign official institutions Fewer than 5 clients $0
Corporations and other businesses Fewer than 5 clients $0

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jay Mattfeldt Registered representative Sep 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/21/2026 979 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.

View current Form ADV (SEC/IAPD) ↗