# Motive Wealth Advisors

Motive Wealth Advisors is a Bank / Wealth / Trust based in Birmingham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Birmingham, United States
- **Region:** North America
- **Address:** Birmingham, MI, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** motivewealth.com
- **LinkedIn:** https://www.linkedin.com/company/motivewa

## Regulatory record

- **CRD number:** 312303
- **SEC file number:** 801-120495
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312303

## About

Motive Wealth Advisors was established in 2020 in Birmingham, Michigan, filing as a registered investment adviser with the SEC. The firm's founding occurred during a period of elevated adviser movement toward the independent RIA channel, though specific founding principals and their prior affiliations remain matters of public record not surfaced in standard disclosures. The firm lists its client base as including high-net-worth individuals and institutional investors alongside broader retail advisory relationships. Motive's disclosed advisory services span portfolio management, financial planning, and the selection of other advisers. The firm constructs client portfolios drawing on a mix of individual equities, fixed-income securities, mutual funds, and exchange-traded funds. Its regulatory filings indicate a reliance on fundamental and technical analysis methods for security selection. No published track record of direct private-market commitments — such as venture capital, private equity, or real estate co-investments — appears in the firm's accessible public disclosures. Its primary geographic focus remains the Michigan market and proximate states in the upper Midwest. The firm's SEC filings do not report regulatory assets under management in a public numerical form, making third-party scale assessment difficult. Likewise, no adjacent philanthropic vehicles, operating businesses, or peer-network memberships appear in standard industry databases or the firm's limited public footprint. May 2024: Regulatory filings reflect no reported material disciplinary events or ownership changes (per SEC IAPD, 2024). The structural differentiator for Motive Wealth Advisors lies in its independent RIA charter during a period of rapid consolidation. As a Michigan-based boutique launched in 2020, its architecture avoids the product-sales incentives embedded in large bank-owned wealth platforms. The firm's succession structure and governance remain opaque in public record, which is a common gap for firms of this size and vintage, placing a premium on client-level due diligence for allocators evaluating the adviser's stability.

## Questions

### Who owns Motive Wealth Advisors?

The firm's most recent SEC registration documents list the entity as privately held, with ownership vested in named control persons whose identities are recorded in regulatory filings. Publicly surfaced founder names and corporate officer details have not been verified through the firm's own website in this research cycle, making direct attribution to a specific individual inadvisable without access to official firm communications.

### What is the firm's geographic reach?

Motive Wealth Advisors is headquartered in Birmingham, Michigan, an affluent suburb of Detroit. While its regulatory registration permits it to serve clients across multiple states, the firm's physical presence and apparent marketing footprint are concentrated in the upper Midwest. No additional office locations are indicated in current public records.

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Last updated: 2026-06-03T20:00:00.000Z

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