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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLOSE, JASON, SHELDON | I | CO-FOUNDER & CCO | NA | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER & CCO | NA | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER & CCO | NA | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER & CCO | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | NA | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | NA | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | NA | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | NA | Control |
| PLUMMER, CHRISTOPHER, GEORGE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER & CCO | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER & CCO | D | Control |
| CLOSE, JASON, SHELDON | I | CO-FOUNDER & CCO | D | Control |
| JC NIEDZINSKI, LLC | DE | MEMBER | D | Control |
| JC NIEDZINSKI, LLC | DE | MEMBER | D | Control |
| JC NIEDZINSKI, LLC | DE | MEMBER | D | Control |
| JC NIEDZINSKI, LLC | DE | MEMBER | D | Control |
| JS CLOSE, LLC | DE | MEMBER | D | Control |
| JS CLOSE, LLC | DE | MEMBER | D | Control |
| JS CLOSE, LLC | DE | MEMBER | D | Control |
| JS CLOSE, LLC | DE | MEMBER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
| NIEDZINSKI, JAMES, CONRAD | I | CO-FOUNDER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CLOSE, JASON, SHELDON | I | JS CLOSE, LLC | E | Control |
| CLOSE, JASON, SHELDON | I | JS CLOSE, LLC | E | Control |
| NIEDZINSKI, JAMES, CONRAD | I | JC NIEDZINSKI, LLC | E | Control |
| NIEDZINSKI, JAMES, CONRAD | I | JC NIEDZINSKI, LLC | E | Control |
Registrations
Federal
IA
Sep 29, 2025 REGISTERED
Notice Filings (3)
FL MI TX
Address
525 W. MERRILL ST.BIRMINGHAM, MI 48009
United States
Phone: (248) 987-5731