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 that began its SEC registration in 2021. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with portfolio management and selection of third‑party managers. Fee arrangements include both percentage‑of‑assets and fixed fees. Motive lists financial planning, portfolio management for individuals and small businesses, and selection of other advisers among its advisory activities. It is not identified 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$205M in ETFs
92%
$188M
<1%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $25M | 354,129 | 12.17% |
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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