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| Keyboard |
| Motive Wealth Advisors LLC
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|---|---|
| CRD # | 312303 |
| SEC # | 801-120495 |
| CIK # | 0001877093 |
| AUM | 362.6 M (2026-06-15) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-987-5731 |
| Address | 525 W Merrill St Birmingham, MI 48009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Apple Inc | 4.0 | ||
| Microsoft Corp | 3.0 | ||
| Amazon Com Inc | 2.2 | ||
| Alphabet Inc | 1.9 | ||
| Tesla Motors Inc | 1.8 | ||
| Broadcom Inc | 1.6 | ||
| Facebook Inc | 1.4 | ||
| Alphabet Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 4.8 |
| (b) Individuals (high net worth individuals) | 58 | 357.7 |
| (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 | 0.1 |
| (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 | 408 | 362.6 |
| By Discretionary | ||
| Discretionary | 405 | 360.9 |
| Non-Discretionary | 3 | 1.7 |
| Total | 408 | 362.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.6 | |
| Total | 408 | 362.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001877093] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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FL | 364.0 M |
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|
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|
Riverpath Investments LLC
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|
Income Focus Portfolio Management LLC
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|
WY | 362.5 M |
|
Dynamic Market Advantage LLC
✚
|
KY | 361.9 M |
|
Cox Capital Management LLC
✚
|
MA | 361.0 M |