Motive Wealth Advisors, Llc
- Regulatory AUM
- $363M
- Discretionary
- $361M
- Clients
- 88
- Avg AUM / client
- $4.1M
- Accounts
- 408
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 30 | $4.8M | 1.33% |
| High net worth individuals | 58 | $358M | 98.6% |
| Charitable organizations | Fewer than 5 clients | $35 | 0.0% |
| Other investment advisers | Fewer than 5 clients | $88.2K | 0.02% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Conrad Niedzinski | Co Founder | CFP | Jun 2020 (6y) | ≈ 37.5% – 75% via Jc Niedzinski, Llc |
| Jason Sheldon Close | Co Founder & Cco | CFP CFA | Jun 2020 (6y) | ≈ 37.5% – 75% via Js Close, Llc |
| Jane Alexis Lowry | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jc Niedzinski, Llc | Member | Jun 2020 | A | 50% – 75% |
| Js Close, Llc | Member | Jun 2020 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- James Conrad Niedzinski: 75% – 100% of Jc Niedzinski, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Jason Sheldon Close: 75% – 100% of Js Close, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $199M (55% of AUM) Jun 2026
- Fidelity Brokerage Services $155M (43% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗