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Motus Wealth
Motus Wealth is a fee-only financial planning firm based in Atlanta, Georgia serving clients nationwide. It provides customized financial planning and...
Overview
Motus Wealth is a fee-only financial planning firm based in Atlanta, Georgia serving clients nationwide. It provides customized financial planning and investment management, including retirement planning, tax strategy, equity compensation, personal investments, business management, and estate planning. As a registered investment advisor it has a fiduciary duty to clients and states it is 100% minority owned.
General information
Firm type
RIA
Location
City
Atlanta
Principals
Terry J. Montano
CFP® — Co-Founder, Co-CEO, Wealth Advisor
Contey F. Smith
CFP® — Co-Founder, Co-CEO, Wealth Advisor
Frequently asked questions
What is the wealth origin behind Motus Wealth?
The source of the capital managed by Motus Wealth has not been publicly disclosed. No founder, family name, or operating-company exit has been credibly linked to the entity.
Does Motus Wealth have a public investment track record?
There is no public investment track record. No direct investments, fund commitments, or co-investment participations have been reported by credible publications or confirmed through regulatory filings.
What asset classes does Motus Wealth target?
The firm's asset-class preferences are not publicly known. There is no marketing material, manager database profile, or consultant report that outlines a target allocation or historical deployment pattern.
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