MOTIVE WEALTH ADVISORS, LLC

Overview

Motive Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser that operates as a limited liability company and functions as a capital allocator for individual and family clients. The firm offers fee-based planning and portfolio management, using both percentage-of-AUM and fixed-fee billing. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers — a mix that signals they use outside managers and subadvisors where appropriate. Investment activity is centered on equity exposure, with a clear preference for exchange-traded instruments. Motive Wealth favors diversified ETF-based portfolios but also constructs direct equity positions. The firm is not an active ESG investor, and it is not structured as a multi-state or related adviser. As a capital allocator, Motive Wealth supplements core equity portfolios with third-party alternative strategies and mutual funds to broaden diversification and potential return sources.

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Location & Offices