Motive Wealth Advisors Company Profile, Contacts & Intelligence

Financial ServicesBirmingham, Michigan, United States3 employeesFounded 2020
2 contacts with email or phone data2 with email data1 with phone data
View verified contacts Compare competitors
Employees
3
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts
Departments
1
Mapped contact coverage

Motive Wealth Advisors Overview

Motive is a fiduciary wealth management firm that advises a purposefully limited number of high net worth families in the context of deep relationships. We are committed to providing uncommon insight and concierge-level service to transform worry and stress into confidence and peace. Our clients tell us where they want to go and we develop comprehensive solutions to help them get there. Your wealth. Empowered by the personal.™ Disclosure: Investment advisory services offered through Motive Wealth Advisors, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Headquarters
Birmingham, Michigan, United States
Website
motivewa.com
Industry
Financial Services
Founded
2020
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Birmingham

Motive Wealth Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Motive Wealth Advisors's company email domain.
General
1

Motive Wealth Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Jay Close, Cfa, Cfp®
Co-founder - Motivewealth.com
E
A
Alexis (Frisch) Lowry
Client Service Manager
J
Jim Niedzinski, Cfp®, Aif®
Co-founder - Motivewealth.com
EP

Motive Wealth Advisors Workforce Composition

Seniority breakdown across 3 visible profiles.

Executive
2
Manager
1

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