Data / Investment advisers / Michigan / Motive Wealth Advisors, LLC
Motive Wealth Advisors, LLC, Birmingham, MI: $363 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Motive Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Birmingham, Michigan and reports $363 million in regulatory assets under management in its Form ADV filed June 15, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Motive Wealth Advisors, LLC (CRD number 312303): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 312303
- SEC file number
- 801-120495
- SEC status
- Approved, effective March 12, 2021
- Main office
- 525 W. Merrill St., Birmingham, MI 48009
- Phone
- (248) 987-5731
- Website
- motivewealth.com
- Regulatory AUM
- $362,634,652 in the Form ADV filed June 15, 2026
- Discretionary AUM
- $360,905,959
- Non discretionary AUM
- $1,728,693
- Accounts
- 408
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $357.7 million |
| Individuals (other than high net worth individuals) | 30 | $4.8 million |
| Other investment advisers | Fewer than 5 | $88,247 |
| Charitable organizations | Fewer than 5 | $35 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $362.6 million | March 23, 2026 |
| December 1, 2025 | $317.8 million | September 29, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sturbridge Capital LLC | Birmingham | $730.9 million | 4 | adviserinfo.sec.gov |
| TRP Capital Advisors V, LLC | Birmingham | $691 million | 11 | adviserinfo.sec.gov |
| Strength Capital Partners, LLC | Birmingham | $528 million | Not listed | adviserinfo.sec.gov |
| Bloomfield Capital Holdings, LLC | Birmingham | $465.7 million | 5 | adviserinfo.sec.gov |
| Lakeside Drive Management LLC | Birmingham | $372.3 million | 16 | adviserinfo.sec.gov |
| TRP Capital Advisors VI, LLC | Birmingham | $310.8 million | 5 | adviserinfo.sec.gov |
| Palatine Hill Wealth Management | Birmingham | $295.9 million | Not listed | adviserinfo.sec.gov |
| Rosenberg Wealth Advisors | Birmingham | $231 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Motive Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.