|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Motive Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 312303 |
| SEC # | 801-120495 |
| CIK # | 0001877093 |
| AUM | $317.8 M (2025-03-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 248-987-5731 |
| Address | 525 W Merrill St Birmingham, MI 48009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.2 | ||
| Microsoft Corp | 4.1 | ||
| Apple Inc | 3.3 | ||
| Amazon Com Inc | 2.3 | ||
| Facebook Inc | 1.8 | ||
| Tesla Motors Inc | 1.5 | ||
| Broadcom Inc | 1.4 | ||
| Alphabet Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 6.1 |
| (b) Individuals (high net worth individuals) | 55 | 303.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 317.8 |
| By Discretionary | ||
| Discretionary | 375 | 316.8 |
| Non-Discretionary | 2 | 1.0 |
| Total | 377 | 317.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.8 | |
| Total | 377 | 317.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001877093] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Livelife Capital Partners LLC
✚
|
MA | 0.3 |
|
Sharper & Granite LLC
✚
|
CA | 0.3 |
|
Florida Financial Advisors LLC
✚
|
FL | 0.3 |
|
Cordis Financial LLC
✚
|
MN | 0.3 |
|
Pacific Wealth Management LLC
✚
|
CA | 0.3 |
|
Guilbault Capital LLC
✚
|
LA | 0.3 |
|
Legacy Investment Partners LLC
✚
|
KS | 0.3 |
|
Salzinger Sheaff Brock LLC
✚
|
IN | 0.3 |
|
Argyle Capital Management LLC
✚
|
PA | 0.3 |
|
Panoramic Capital Partners LLC
✚
|
OR | 0.3 |