This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 44 clients, or 22 clients per representative. That equates to $580.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Motus Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Motus Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TERRY JAY MONTANO
Co-Founder, Wealth advisor
- CRD
- #6748977
- Ownership
- 50% but less than 75%
Contey Fulinia Smith
PRINCIPAL
- CRD
- #7124993
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,555,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,555,844 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Motus Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.