MOTIVE WEALTH ADVISORS, LLC
CRD #312303 SEC #801-120495 BIRMINGHAM, MI (248) 987-5731
SEC Registered
Total AUM
$317.8M
Discretionary
$316.8M
Employees
4
Clients
51
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $317.8M | $316.8M | $976.3K | 4 | 0 |
| Mar 2025 | $317.8M | $316.8M | $976.3K | 4 | 0 |
| Nov 2024 | $279.3M | $278.6M | $605.2K | 4 | 0 |
| Sep 2024 | $279.3M | $278.6M | $605.2K | 4 | 0 |
| Apr 2024 | $278.9M | $278.3M | $603.4K | 3 | 0 |
| Mar 2024 | $278.9M | $278.3M | $603.4K | 3 | 0 |
| Mar 2024 | $278.9M | $278.3M | $603.4K | 3 | 0 |
| Sep 2023 | $222M | $221.5M | $531K | 3 | 0 |
| Mar 2023 | $222M | $221.5M | $531K | 3 | 0 |
| Mar 2022 | $247.9M | $246.8M | $1.1M | 3 | 0 |
| Mar 2022 | $247.9M | $246.8M | $1.1M | 3 | 0 |
| Nov 2021 | $214.2M | $214.2M | $0 | 3 | 0 |
| Jul 2021 | $214.2M | $214.2M | $0 | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
| May 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Feb 2021 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$317.8M
Discretionary$316.8M
Non-Disc.$976.3K
Employees4
Clients0
DateMar 2025
Total AUM$317.8M
Discretionary$316.8M
Non-Disc.$976.3K
Employees4
Clients0
DateNov 2024
Total AUM$279.3M
Discretionary$278.6M
Non-Disc.$605.2K
Employees4
Clients0
DateSep 2024
Total AUM$279.3M
Discretionary$278.6M
Non-Disc.$605.2K
Employees4
Clients0
DateApr 2024
Total AUM$278.9M
Discretionary$278.3M
Non-Disc.$603.4K
Employees3
Clients0
DateMar 2024
Total AUM$278.9M
Discretionary$278.3M
Non-Disc.$603.4K
Employees3
Clients0
DateMar 2024
Total AUM$278.9M
Discretionary$278.3M
Non-Disc.$603.4K
Employees3
Clients0
DateSep 2023
Total AUM$222M
Discretionary$221.5M
Non-Disc.$531K
Employees3
Clients0
DateMar 2023
Total AUM$222M
Discretionary$221.5M
Non-Disc.$531K
Employees3
Clients0
DateMar 2022
Total AUM$247.9M
Discretionary$246.8M
Non-Disc.$1.1M
Employees3
Clients0
DateMar 2022
Total AUM$247.9M
Discretionary$246.8M
Non-Disc.$1.1M
Employees3
Clients0
DateNov 2021
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0