# MOTIVE WEALTH ADVISORS, LLC

MOTIVE WEALTH ADVISORS, LLC of BIRMINGHAM, MI is an SEC-registered investment adviser.

## Registration

- CRD: 312303
- Type: SEC-registered investment adviser
- SEC file number: 801-120495
- Location: 525 W. MERRILL ST., BIRMINGHAM, MI, 48009
- Phone: (248) 987-5731
- Latest filing: 2026-06-15
- Regulatory AUM: $362.6M
- Discretionary AUM: $360.9M
- Non-discretionary AUM: $1.7M
- Clients: 4
- Accounts: 408

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jason Sheldon Close | CO-FOUNDER & CCO; MEMBER | — |
| James Conrad Niedzinski | CO-FOUNDER; MEMBER | — |
| PLUMMER CHRISTOPHER GEORGE | CHIEF COMPLIANCE OFFICER | — |
| CLOSE JASON SHELDON | CO-FOUNDER; CO-FOUNDER & CCO; MEMBER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| NIEDZINSKI JAMES CONRAD | CO-FOUNDER; MEMBER | — |
| ELDRIDGE MICHELLE LEA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312303/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312303/similar
- Related entities: https://search.stillhousedata.com/firm/312303/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312303

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.