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Building 2MOTIVE WEALTH ADVISORS, LLC

Map pinBIRMINGHAM, MI
Phone(248) 987-5731
NotebookSEC #801-120495
Total AUM
$362.6M
Employees
4
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
525 W. MERRILL ST.
BIRMINGHAM
MI 48009
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(248) 987-5731
Other Offices
3

ReceiptFinancials

Total AUM
$362.6M
Accounts
408
Discretionary
$360.9M
Accounts
405
Non-Discretionary
$1.7M
Accounts
3

ContactClients

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Individual Clients
30
AUM
$4.8M
HNW Individual Clients
58
AUM
$357.7M
Charitable Organization Clients
1
AUM
$35
Investment Advisor Clients
1
AUM
$88.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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