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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Motive Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Motive Wealth Advisors have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Motive Wealth Advisors?","answer":"Motive Wealth Advisors is owned through holding companies by James Niedzinski and Jason Close. 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