Motive Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 312303
- SEC number
- 801-120495
- Firm type
- RIA
- Assets under management
- $362.6M as of Jun 15, 2026
- Website
- motivewealth.com ↗
- Phone
- (248) 987-5731
- Address
- 525 W. Merrill St., Birmingham, MI, 48009
Advisors at this firm
3 in our index · page 1 of 1
-
Jason Sheldon CloseCRD 5013652 · Birmingham, MIIA Registered
-
Jane Alexis LowryCRD 7972093 · Birmingham, MIIA Registered
-
James Conrad NiedzinskiCRD 4122483 · Birmingham, MIIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 312303 ↗
FINRA BrokerCheck record for firm CRD 312303 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.