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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
About Motive Wealth Advisors, LLC
Motive Wealth Advisors is a boutique, fee-only fiduciary serving visionary high-net-worth individuals and families with full-scope investing and planning. The team provides custom portfolio design alongside tax, estate, and business-succession planning, coordinating outside professionals as needed. Portfolios are largely implemented with ETFs, and the firm intentionally limits client relationships, offering an all-inclusive fee for ongoing guidance.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JASON SHELDON CLOSE
Certified Financial Planner, Chief Compliance Officer, Co-founder
- CRD
- #5013652
- Ownership
- Less than 5%
JAMES CONRAD NIEDZINSKI
Certified Financial Planner, Co-founder
- CRD
- #4122483
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jane Alexis Lowry
Certified Financial Planner
- CRD
- #7972093
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,905,959 | $891,126 |
| Non-Discretionary | $1,728,693 | $576,231 |
| Total | $362,634,652 | $888,810 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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