Motive Wealth Advisors
Motive Wealth Advisors, LLC is an independent investment advisory firm headquartered in Birmingham, Michigan. Founded in 2021, the firm provides wealth management, investment advisory, and financial planning services primarily to high net worth individuals and families. Motive Wealth Advisors manages over $300 million in assets and employs approximately 4 professionals. The firm designs tailored investment strategies and comprehensive wealth plans for its clients, catering to their sophisticated needs and long-term ambitions.
Investment Strategy
Motive Wealth Advisors, LLC delivers customized wealth management and portfolio solutions focused on high net worth individuals and families. The firm emphasizes a personalized, goals-based approach, integrating financial planning with discretionary portfolio management. Motive Wealth selects a diversified mix of equities, fixed income, and alternative investments, aiming to balance growth with capital preservation. The advisors prioritize long-term wealth accumulation and preservation, aligning investment strategies with clients' unique aspirations, values, and risk tolerances.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 10.80% | $25.1M | 418,089 | $50.38 | $59.92 | +$1.6M |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.97% | $16.2M | 74,927 | $168.35 | $215.79 | +$1.1M |
Q QUAL | ISHARES TR | 6.54% | $15.2M | 77,984 | $144.57 | $194.50 | +$1.2M |
I IVV | ISHARES TR | 6.47% | $15.0M | 22,440 | $492.82 | $669.30 | +$855.7K |
A AGG | ISHARES TR | 6.20% | $14.4M | 143,398 | $99.80 | $100.25 | -$655.2K |