MOTIVE WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$362,634,652
Discretionary
$360,905,959
Non-discretionary
$1,728,693
Firm details
- CRD number
- 312303
- SEC file number
- 801-120495
- Main office
- BIRMINGHAM, MI, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://motivewealth.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.