MOTUS WEALTH

Overview

Motus Wealth is a small, independent registered investment adviser focused on serving individual and family clients, with advisory work that includes financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and positions mutual funds and other pooled public funds as the core building blocks of client portfolios. Motus Wealth is not an institutional allocator or pension consultant and does not describe itself as an active ESG investor. Although the firm does not operate as a capital allocator running its own external fund platform, it does deploy third‑party alternative managers for client allocations. That suggests a hybrid approach: using off‑the‑shelf public funds for core equity and fixed income exposure while layering in externally managed alternative strategies for diversification and income where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices