$25.6M Total AUM
$25.6M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-07-2022
- Office Locations
- 1
Office Locations
3355 Lenox Road NE Suite 1000 Atlanta GA
About Motus Wealth
Motus Wealth is a 100% minority-owned, independent, fee-only RIA delivering customized financial planning and investment management for individuals and families nationwide, with niche planning for entrepreneurs and women. The CFP®-led team acts as a fiduciary and builds portfolios around asset allocation and risk management, often using ETFs and mutual funds, with custody at Charles Schwab.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
$580.8K AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
TERRY JAY MONTANO
Co-Founder, Wealth advisor
- CRD
- #6748977
- Ownership
- 50% but less than 75%
Available
Available
Available
Contey Fulinia Smith
PRINCIPAL
- CRD
- #7124993
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,555,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,555,844 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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