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Motive Wealth Advisors LLC
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CRD # | 312303 |
SEC # | 801-120495 |
CIK # | 0001877093 |
AUM | $278.9 MM (2024-03-15) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 248-987-5731 |
Address | 525 W Merrill St Birmingham, MI 48009 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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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
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|
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 |