Motive Wealth Advisors, LLC
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 312303
- Registered since
- March 12, 2021
- Website
- motivewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.65%
- Individuals1.33%
- Other Investment Advisers0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Motive Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its advisory services also include pension consulting and selecting outside advisers, and the firm functions as a capital allocator—sourcing third‑party managers and investment vehicles for client portfolios. Motive charges both a percentage of assets under management and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds29%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Jane Lowry
Client Service ManagerCRD 7972093
Jason Close
Co-FounderCRD 5013652
James Niedzinski
Co-FounderCRD 4122483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$185M in ETFs
92%
$170M
<1%
$15.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $22.2M | 346,246 | 11.99% |
Location
Birmingham, MI
Oakland
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 525 W Merrill St
- Time zone
- ET (UTC-5)
- Office locations
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