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Motive Wealth Advisors, LLC

● SEC registered since 2021CRD 312303SEC# 801-120495Birmingham, MI
Export (members)
Reg. AUM
$317.8M
Employees
4
Accounts
377
Location
Birmingham, MI

Motive Wealth Advisors, LLC assets under management

Motive Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Birmingham, MI. The firm has been registered since 2021. It reports $317.8 million in regulatory assets under management and employs 4 people.
motivewealth.comView on SEC.gov ↗

Motive Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
James Conrad Niedzinski ControlCo-FounderUnder 5%2021
Jason Sheldon Close ControlCo-Founder & CcoUnder 5%2021
Jc Niedzinski, LLC ControlMember50-75%2020
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Frequently asked questions

How much does Motive Wealth Advisors, LLC manage?

Motive Wealth Advisors, LLC reports $317.8 million in regulatory assets under management on its Form ADV.

How many employees does Motive Wealth Advisors, LLC have?

Motive Wealth Advisors, LLC reports 4 employees.

Where is Motive Wealth Advisors, LLC located?

Motive Wealth Advisors, LLC is based in Birmingham, MI and has been SEC-registered since 2021.

Does Motive Wealth Advisors, LLC disclose fund performance?

Motive Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address525 W. Merrill St., Birmingham, MI 48009
Phone(248) 987-5731
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$316.8M
Non-discretionary$976K
Total (RAUM)$317.8M