← Back to searchVisit website
MOTIV8 INVESTMENTS LLC
CRD 285560 · SEC 801-108653
542 NW UNIVERSITY BLVD, SUITE B101, PORT ST LUCIE, FL, 34986, United States
Phone
772-247-4488
Fax
772-807-4631
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.1M
Discretionary AUM
$219.1M
Team
21 total employees; 10 advisory reps; 35 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 678 | $145.6M |
| High net worth individuals | 42 | $72.3M |
| Pension/profit sharing plans | 6 | $1.2M |
States served
CA, CO, GA, ID, IL, KS, LA, MA, MN, NE, NY, OK, SC, UT, WI, MO, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/fresno-financial-advisors/
- https://thetennysongroup.com/
- https://www.facebook.com/FaithfulFinancialGrp/
- https://www.theterriogroup.com
- https://faithful.financial/
- https://www.optimalwealthstrategies.com/
- https://www.facebook.com/theterriogroup
- https://www.facebook.com/people/The-Tennyson-Group/100087376155771/
- https://www.facebook.com/wellpreservedadvisorygroup/
- https://masonstreetwealthmanagement.com/
- HTTPS://WWW.FACEBOOK.COM/MOTIV8INVESTMENTS
- https://www.instagram.com/ows_augusta/
- https://www.facebook.com/Coasttocoastfinancialcapecod
- https://www.facebook.com/owsaugusta/
- https://www.linkedin.com/company/well-preserved-advisory-group/
- https://wellpreserved.info/
- https://www.linkedin.com/company/the-terrio-group/
- https://www.motiv8investments.com
- https://www.coasttocoastfinancialplanning.com/
- https://excelsiorfinancialgroupllc.com/
- https://www.facebook.com/excelsiorfinancialgroupllc/
- https://www.facebook.com/fresnofinancialadvisors
Official SEC filing: View on IAPD