Motive Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Motive Wealth Advisors reports 88 clients. They include 58 high-net-worth individuals and 30 individual clients. Of its assets, 99.5% ($361M across 405 accounts) are managed with discretion; $1.73M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 1% |
| High-net-worth individuals | 66% | 99% |
| Charitable organizations | Fewer than 5 | <1% |
| Other investment advisers | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 30 | $4.81M | 1.3% | $160K |
| High-net-worth individuals | 58 | $358M | 98.6% | $6.17M |
| Charitable organizations | Fewer than 5 | $35 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $88.2K | 0.0% | — |
| Total | 88 | $363M | 100% | — |
- Clients
- 30
- Regulatory AUM
- $4.81M
- AUM share
- 1.3%
- Avg. per client
- $160K
- Clients
- 58
- Regulatory AUM
- $358M
- AUM share
- 98.6%
- Avg. per client
- $6.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $35
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $88.2K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 88
- Regulatory AUM
- $363M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Motive Wealth Advisors charges up to 1.00% a year for its Investment Management Services. The fee is billed in arrears and requires an account of at least $5,000,000.
Fee details and sources
JC Niedzinski, LLC owns 50% to 75% of Motive Wealth Advisors and is in turn owned by James Niedzinski (75% or more). It has 4 employees, 3 of them in advisory roles.
Leadership
- Jason CloseCo-Founder & CCO
- James NiedzinskiCo-Founder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Jason Sheldon Close
- Jane Alexis Lowry
- James Conrad Niedzinski
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Motive Wealth Advisors, LLC
JC Niedzinski, LLC
Control person · since June 2020
- Owns 75% or more of JC Niedzinski, LLC
James Niedzinski
Control person · since June 2020
- Owns 50% to 75% of Motive Wealth Advisors, LLC
JS Close, LLC
Control person · since June 2020
- Owns 75% or more of JS Close, LLC
Jason Close
Control person · since June 2020
Motive Wealth Advisors’ regulatory assets grew 1.7× from $214M (July 2021) to $363M (June 2026); clients fell from 204 to 88 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $363M | 88 | 4 | 4 |
| March 2025 | $318M | 80 | 4 | 4 |
| April 2024 | $279M | 349 | 3 | 1 |
| March 2023 | $222M | 275 | 3 | 1 |
| March 2022 | $248M | 244 | 3 | 1 |
| July 2021 | $214M | 204 | 3 | 1 |
Besides its headquarters, Motive Wealth Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in Michigan.
Michigan · 1 listed address
- 525 W. Merrill St., BirminghamHQ
Contact and registration details
- Legal name
- Motive Wealth Advisors, LLC
- Headquarters
- 525 W. Merrill St., Birmingham, MI 48009
- Website
- motivewealth.com
- Phone
- 248-987-5731
- @motivewa
- SEC file
- 801-120495
- Founded
- 2020
- Structure
- Michigan LLC
- Fiscal year end
- December
Motive Wealth Advisors uses Charles Schwab ($199M, 56%) and Fidelity ($155M, 44%) as custodians for its separately managed accounts. Motive Wealth Advisors has custody of $36.6M in client assets for 22 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $155M44%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $199M56%
At year end, Motive Wealth Advisors’ separately managed accounts were mostly in stocks (68%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $243M across 96 positions; the largest are Vanguard Tax-managed Fds (10.4%), iShares TR (6.9%) and Vanguard Specialized Funds (6.8%).
What the accounts hold
- Stocks68%
- Funds29%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $243M
- Reported 13F value
- 96
- Positions
- 59.5%
- In the 10 largest
- +14.2%
- Value vs. prior quarter
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt10.4%
- iShares TR · Core S&P500 ETF6.9%
- Vanguard Specialized Funds · Div App ETF6.8%
- iShares TR · MSCI USA Qlt Fct6.5%
- iShares TR · Core US Aggbd ET6.2%
- iShares TR · Core MSCI Eafe5.8%
- Schwab Strategic TR · US Brd Mkt ETF5.6%
- iShares TR · 0-3 Mth Treasury4.1%
- iShares TR · Core S&P US Gwt3.7%
- iShares TR · Core S&P US Vlu3.4%
Together, the ten largest are 59.5% of reported value.
How many clients does Motive Wealth Advisors have?
Motive Wealth Advisors has 88 clients and manages $363 million for them, as of June 2026. They include 58 high-net-worth individuals and 30 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 June 2026
What services does Motive Wealth Advisors offer?
Motive Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Motive Wealth Advisors charge?
Motive Wealth Advisors charges up to 1.00% a year for its Investment Management Services. The fee is billed in arrears and requires an account of at least $5,000,000.
Source: 2026-06-15 MOTIVE WEALTH ADVISORS FORM ADV PART 2A, filed 15 June 2026
Which custodians does Motive Wealth Advisors use?
Motive Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $199M and Fidelity Brokerage Services LLC (Smithfield, RI), with $155M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026
How many financial advisors does Motive Wealth Advisors have?
Motive Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Motive Wealth Advisors invest in?
At the end of its last fiscal year, Motive Wealth Advisors’ separately managed accounts held 68% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs), 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Motive Wealth Advisors have a minimum investment?
Yes, Motive Wealth Advisors’ minimum account size for its Investment Management Services is $5M.
Source: 2026-06-15 MOTIVE WEALTH ADVISORS FORM ADV PART 2A, filed 15 June 2026
Who owns Motive Wealth Advisors?
Motive Wealth Advisors is owned through holding companies by James Niedzinski and Jason Close. Its direct owners are JC Niedzinski, LLC (50% to 75%) and JS Close, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 June 2026
How does Motive Wealth Advisors get paid?
Motive Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Motive Wealth Advisors?
Motive Wealth Advisors’ main office is at 525 W. Merrill St., Birmingham, MI 48009. Its phone number is 248-987-5731. Its website is motivewealth.com.