MOTIVE WEALTH ADVISORS, LLC

MOTIVE WEALTH ADVISORS, LLC of BIRMINGHAM, MI is an SEC-registered investment adviser (CRD 312303). Regulatory assets under management: $362.6M.

Registration

• CRD: 312303
• SEC file number: 801-120495
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312303 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search