Motive Wealth Advisors, LLC
● SEC registered since 2021CRD 312303SEC# 801-120495Birmingham, MI
Reg. AUM
$362.6M
Employees
4
Accounts
408
Location
Birmingham, MI
Motive Wealth Advisors, LLC assets under management
Motive Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Birmingham, MI. The firm has been registered since 2021. It reports $362.6 million in regulatory assets under management and employs 4 people.
Motive Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Conrad Niedzinski Control | Co-Founder | Under 5% | 2021 |
| Jason Sheldon Close Control | Co-Founder & Cco | Under 5% | 2021 |
| Jc Niedzinski, LLC Control | Member | 50-75% | 2020 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Motive Wealth Advisors, LLC manage?
Motive Wealth Advisors, LLC reports $362.6 million in regulatory assets under management on its Form ADV.
How many employees does Motive Wealth Advisors, LLC have?
Motive Wealth Advisors, LLC reports 4 employees.
Where is Motive Wealth Advisors, LLC located?
Motive Wealth Advisors, LLC is based in Birmingham, MI and has been SEC-registered since 2021.
Does Motive Wealth Advisors, LLC disclose fund performance?
Motive Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 525 W. Merrill St., Birmingham, MI 48009 |
| Phone | (248) 987-5731 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$362.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$362.6Mregulatory AUM
Discretionary $360.9MNon-discretionary $1.7M