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MOTIVE WEALTH ADVISORS, LLC

BIRMINGHAM, MI · CRD 312303 · IAPD ↗ · motivewealth.com · (248) 987-5731

$362.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2024 — MOTIVE WEALTH ADVISORS, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
October 2024 — MOTIVE WEALTH ADVISORS, LLC now reports custody of client assets ($16.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
October 2024 — MOTIVE WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — MOTIVE WEALTH ADVISORS, LLC reported RAUM up 26% ($222.0M -> $278.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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