Motive Wealth Advisors, LLC
Motive Wealth Advisors, LLC is an SEC-registered wealth manager in Birmingham, MI with $362.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Motive Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312303, SEC 801-120495, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $362.6M (2026-06-15)
- Firm type
- Wealth Manager
- Location
- Birmingham, MI
- Employees
- 4
- Clients
- 88
- CRD
- 312303
- Ownership
- SIZEMORE, STACY, LEIGH; CLOSE, JASON, SHELDON; JC NIEDZINSKI, LLC; JS CLOSE, LLC; NIEDZINSKI, JAMES, CONRAD
How much AUM does Motive Wealth Advisors, LLC have?
Motive Wealth Advisors, LLC reported $362.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Motive Wealth Advisors, LLC?
Disclosed owners and executives of Motive Wealth Advisors, LLC include SIZEMORE, STACY, LEIGH, CLOSE, JASON, SHELDON, JC NIEDZINSKI, LLC, JS CLOSE, LLC, NIEDZINSKI, JAMES, CONRAD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.