|
⚲
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| Motiv8 Investments LLC
✚
|
|
|---|---|
| CRD # | 285560 |
| SEC # | 801-108653 |
| CIK # | |
| AUM | $118.1 MM (2023-03-14) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 772-807-4628 |
| Address | 2104 SE Rays Way Stuart, FL 34994 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,081 | 96.1 |
| (b) Individuals (high net worth individuals) | 23 | 47.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,104 | 143.5 |
| By Discretionary | ||
| Discretionary | 1,058 | 139.0 |
| Non-Discretionary | 46 | 4.5 |
| Total | 1,104 | 143.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 143.5 | |
| Total | 1,104 | 143.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Revere Asset Management Inc
✚
|
TX | 0.1 |
|
AJF Capital Management Inc
✚
|
NY | 0.1 |
|
Vistica Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Davies Financial Advisors Inc
✚
|
CA | 0.1 |
|
Golden Wealth Management LLC
✚
|
PA | 0.1 |
|
Lloyd Park LLC
✚
|
IL | 0.1 |
|
Taurus Capital Management LLC
✚
|
OR | 0.1 |
|
NDWM LLC
✚
|
CA | 0.1 |
|
Jaras Financial Services Inc
✚
|
OH | 0.1 |
|
ZEIT Capital LLC
✚
|
CA | 0.1 |