MOTTA WEALTH MANAGEMENT LLC

MOTTA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 329970). Regulatory assets under management: $400K.

Registration

• CRD: 329970
• Type: Registered investment adviser
• Phone: 702-514-6055
• Latest filing: 2026-01-29
• Regulatory AUM: $400K
• Discretionary AUM: $400K
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329970 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search