MOTIVE WEALTH ADVISORS, LLC
Adviser information for MOTIVE WEALTH ADVISORS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 352 | $278.3M |
| Non-Discretionary | 2 | $603,371 |
| Total | 354 | $278.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 27 | $5.7M |
| HNW Individuals | 322 | $265.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $7.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $153,782 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-120495 |
|---|---|
| SEC ERA File Number | 801-120495 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312303 |
| Legal Entity Identifier | None |
Principal Office
525 W. MERRILL ST.BIRMINGHAM
MI
United States
Monday - Friday, 8AM - 5PM
Tel: 248-987-5731, Fax: None
Chief Compliance Officer
JASON CLOSE
CHIEF COMPLIANCE OFFICER
525 W. MERRILL ST.
BIRMINGHAM
MI
United States
Tel:
248-987-5731
J**@***************M
(Full email address available in API data)
Regulatory Contact
JAMES NIEDZINSKI
CO-FOUNDER
525 W. MERRILL ST.
BIRMINGHAM
MI
United States
Tel:
248-987-5731
J**@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CLOSE, JASON, SHELDON | Individual | – | CO-FOUNDER & CCO | 02/2021 | 50-75% |
| NIEDZINSKI, JAMES, CONRAD | Individual | – | CO-FOUNDER | 02/2021 | 50-75% |