SEC Form ADV

MOTIVE WEALTH ADVISORS, LLC

Registered Investment AdviserMI
$362.6M
Assets Under Management
408
Total Clients
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Registration Details

Accession
CRD-312303
Location
BIRMINGHAM, MI
Filing Date
March 23, 2026
AUM
$362.6M
Total Clients
408
Amendment
No

About this Adviser

MOTIVE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in BIRMINGHAM, MI, managing approximately $362.6M in assets across 408 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.