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MOTIV8 INVESTMENTS LLC

PORT ST LUCIE, FL · CRD 285560 · IAPD ↗ · 772-247-4488

$219.1MRegulatory AUM
10Advisory reps
21Employees
35Clients
More than 500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — MOTIV8 INVESTMENTS LLC shrank from 15 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
June 2025 — MOTIV8 INVESTMENTS LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — MOTIV8 INVESTMENTS LLC changed its website from villatax.com to wellpreserved.info.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — MOTIV8 INVESTMENTS LLC moved its main office from STUART, FL to PORT ST LUCIE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
62
April 2024 — MOTIV8 INVESTMENTS LLC reported RAUM up 37% ($118.1M -> $161.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — MOTIV8 INVESTMENTS LLC now reports custody of client assets ($130.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.