Motive Wealth Advisors LLC

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Assets, Funds, Holdings

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Motive Wealth Advisors LLC
CRD #312303
SEC #801-120495
CIK #0001877093
AUM $278.9 MM (2024-03-15)
Employees 3 (67% Investors, 0% Brokers)
Phone248-987-5731
Address525 W Merrill St
Birmingham, MI 48009
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 3.0
AAPL 2,382,844.0 2.8
NVDA 399,550.0 2.8
AMZN 1,092,997.8 1.6
GOOGL 1,475,138.5 1.0
META 434,852.0 1.0
TSLA 723,390.3 0.8
 
 
 
 
Holdings by Sector ($MM)
170136102683402020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 27 5.7
(b) Individuals (high net worth individuals) 322 265.2
(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 7.9
(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 0.2
Total 354 278.9
By Discretionary
Discretionary 352 278.3
Non-Discretionary 2 0.6
Total 354 278.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 278.9
Total 354 278.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001877093]
Comparable Firms State AUM ($BB)
Spartan Planning & Wealth Management LLC
NC 0.3
RBB Treasury LLC
NY 0.3
Birchcreek Wealth Management LLC
OH 0.3
Match Grade Advisors LLC
SC 0.3
ADG Wealth Management Group LLC
LA 0.3
M3 Advisory Group LLC
MA 0.3
Insight Folios Inc
NC 0.3
The Retirement Planning Company of New England Inc
RI 0.3
Brady Family Wealth LLC
MO 0.3
Dovetail Wealth Management LLC
TX 0.3
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