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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Motiv8 Investments LLC
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|---|---|
| CRD # | 285560 |
| SEC # | 801-108653 |
| CIK # | 0002024873 |
| AUM | $187.1 M (2025-05-12) |
| Employees | 41 (37% Investors, 0% Brokers) |
| Phone | 772-247-4488 |
| Address | 542 NW University Blvd Port St Lucie, FL 34986 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 3.6 | ||
| Exxon Mobil Corp | 1.9 | ||
| Apple Inc | 1.8 | ||
| Oracle Corp | 1.7 | ||
| Caterpillar Inc | 1.7 | ||
| Intuit Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Coca Cola Co | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 959 | 123.4 |
| (b) Individuals (high net worth individuals) | 49 | 62.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,568 | 187.1 |
| By Discretionary | ||
| Discretionary | 1,568 | 187.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,568 | 187.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.1 | |
| Total | 1,568 | 187.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002024873] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sterling Wealth Advisors Inc
✚
|
FL | 0.2 |
|
Manuka Financial LLC
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|
0.2 | |
|
NHWM LLC
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|
NJ | 0.2 |
|
Clerou Romain Pierre Walsh
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|
0.2 | |
|
Allied Private Wealth
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|
FL | 0.2 |
|
Quantitative Strategies Inc
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|
CA | 0.2 |
|
Woodfield Financial Advisors Inc
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|
IL | 0.2 |
|
Pingora Partners LLC
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|
TX | 0.2 |
|
Royal Capital Wealth Management LLC
✚
|
0.2 | |
|
Miller Avenue Advisors LLC
✚
|
CA | 0.2 |