Motta Wealth Management LLC

Overview

Motta Wealth Management LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individuals and families, and offers financial planning and portfolio management tailored to individual and small business clients. Its advisory model combines percentage-of-AUM and fixed-fee billing, and it reports discretionary management of client assets. Investment activity centers on publicly available pooled vehicles—chiefly mutual funds—rather than direct security selection or large alternative allocations. The firm does not present itself as a multi-state or pension-focused adviser, and it is not identified as an active ESG investor. An accountant affiliation is noted among its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices