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MOTIVE WEALTH ADVISORS, LLC

CRD 312303 · SEC 801-120495

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525 W. MERRILL ST., BIRMINGHAM, MI, 48009, United States

Phone

(248) 987-5731

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$362.6M

Discretionary AUM

$360.9M

Team

4 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals30$4.8M
High net worth individuals58$357.7M

States served

MI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD