Motive Wealth Advisors, LLC

Motive Wealth Advisors, LLC (CRD# 312303) is a financial advisory firm headquartered in Birmingham, MI. They manage $278,948,784 in 354 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
525 W. Merrill St., Birmingham, MI 48009
https://motivewealth.com/
By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $787,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Motive Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Close, financial advisor Birmingham MI
Jason S. Close
CRD#: 5013652
525 W. Merrill St., Birmingham, MI 48009

Jason Close (CRD# 5013652) is an Investment Advisor Representative working at Motive Wealth Advisors, LLC in Birmingham, MI and has 1 year of experience in the finance industry.

2
James Niedzinski, financial advisor Birmingham MI
James C. Niedzinski
CRD#: 4122483
525 W. Merrill St., Birmingham, MI 48009

James Niedzinski (CRD# 4122483) is an Investment Advisor Representative working at Motive Wealth Advisors, LLC in Birmingham, MI and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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