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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MOTIVE WEALTH ADVISORS, LLC

CRD 312303

BIRMINGHAM, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d5d80ae-d07a-7cc8-65fb-26564cd1660c

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Feb 9, 2021 to Jun 15, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $363MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $361M
Private client RAUM: $363MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $121Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 408
Individual clients: 30
High net worth clients: 58
Custody, client assets: $36.6M
SEC number: 801-120495
CRD: 312303
Filings on the tape: 20
First filed: Feb 9, 2021
Latest filed: Jun 15, 2026
Organised: Limited Liability Company, MI
Website: motivewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON SHELDON CLOSE	Certified Financial Planner\|Chartered Financial Analyst	BIRMINGHAM, MI	5	16	4	no
JAMES CONRAD NIEDZINSKI	Certified Financial Planner	BIRMINGHAM, MI	5	26	5	no
Jane Alexis Lowry	n/a	Birmingham, MI \| BIRMINGHAM, MI	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLOSE, JASON, SHELDON	Member	E	yes	06/2020	Feb 9, 2021	Nov 4, 2024
CLOSE, JASON, SHELDON	CO-FOUNDER & CCO	Na	yes	02/2021	Feb 9, 2021	Nov 4, 2024
JC NIEDZINSKI, LLC	Member	D	yes	06/2020	Sep 6, 2024	Nov 4, 2024
JS CLOSE, LLC	Member	D	yes	06/2020	Sep 6, 2024	Nov 4, 2024
NIEDZINSKI, JAMES, CONRAD	Member	E	yes	06/2020	Feb 9, 2021	Nov 4, 2024
NIEDZINSKI, JAMES, CONRAD	CO-FOUNDER	Na	yes	02/2021	Feb 9, 2021	Nov 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$363M	$361M	4	3	3	n/a	n/a
2024	Mar 14, 2025	$318M	$317M	4	3	3	n/a	n/a
2023	Mar 14, 2024	$279M	$278M	3	2	0	n/a	n/a
2022	Mar 14, 2023	$222M	$221M	3	2	0	n/a	n/a
2021	Mar 15, 2022	$248M	$247M	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$363M	$318M	14.1%	$222M	17.8%	4	4	3	3

Relationships

Registered with (3)

← Jane Alexis LowryAdvisorregistration: current employment
Oct 22, 2024 to presentfactForm ADV
← JAMES CONRAD NIEDZINSKIAdvisorregistration: current employment
May 10, 2021 to presentfactForm ADV
← JASON SHELDON CLOSEAdvisorregistration: current employment
Apr 18, 2021 to presentfactForm ADV

Controls (4)

← NIEDZINSKI, JAMES, CONRADOwnerMEMBER, ownership code E, individual
Feb 9, 2021 to Nov 4, 2024factForm ADV
← CLOSE, JASON, SHELDONOwnerMEMBER, ownership code E, individual
Feb 9, 2021 to Nov 4, 2024factForm ADV
← JC NIEDZINSKI, LLCOwnerMEMBER, ownership code D, domestic entity
Sep 6, 2024 to Nov 4, 2024factForm ADV
← JS CLOSE, LLCOwnerMEMBER, ownership code D, domestic entity
Sep 6, 2024 to Nov 4, 2024factForm ADV

Moved with (1)

← TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Apr 16, 2021 to May 10, 2021factForm ADV

Dated events

Occurred
Mar 14, 2024
Control person left
George Christopher Plummer (Chief Compliance Officer) no longer on Schedule A of Motive Wealth Advisors, Llc (listed 2023-09-08, absent 2024-03-14)
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
Control person joined
George Christopher Plummer (Chief Compliance Officer) appeared on Schedule A of Motive Wealth Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
Control person left
Lea Michelle Eldridge (Chief Compliance Officer) no longer on Schedule A of Motive Wealth Advisors, Llc (listed 2023-03-14, absent 2023-09-08)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2022
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Motive Wealth Advisors, Llc (listed 2022-03-15, absent 2022-03-17)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2022
Control person joined
Lea Michelle Eldridge (Chief Compliance Officer) appeared on Schedule A of Motive Wealth Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Feb 9, 2021
First Form ADV filing
Motive Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d5d80ae-d07a-7cc8-65fb-26564cd1660c
First observed: Feb 9, 2021
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOTIVE WEALTH ADVISORS, LLC

CRD 312303

BIRMINGHAM, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d5d80ae-d07a-7cc8-65fb-26564cd1660c

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON SHELDON CLOSE

Certified Financial Planner|Chartered Financial Analyst

BIRMINGHAM, MI

JAMES CONRAD NIEDZINSKI

Certified Financial Planner

BIRMINGHAM, MI

Jane Alexis Lowry

n/a

Birmingham, MI | BIRMINGHAM, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLOSE, JASON, SHELDON

Member

yes

06/2020

Feb 9, 2021

Nov 4, 2024

CLOSE, JASON, SHELDON

CO-FOUNDER & CCO

yes

02/2021

Feb 9, 2021

Nov 4, 2024

JC NIEDZINSKI, LLC

Member

yes

06/2020

Sep 6, 2024

Nov 4, 2024

JS CLOSE, LLC

Member

yes

06/2020

Sep 6, 2024

Nov 4, 2024

NIEDZINSKI, JAMES, CONRAD

Member

yes

06/2020

Feb 9, 2021

Nov 4, 2024

NIEDZINSKI, JAMES, CONRAD

CO-FOUNDER

yes

02/2021

Feb 9, 2021

Nov 4, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$363M

$361M

n/a

2024

Mar 14, 2025

$318M

$317M

n/a

2023

Mar 14, 2024

$279M

$278M

n/a

2022

Mar 14, 2023

$222M

$221M

n/a

2021

Mar 15, 2022

$248M

$247M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$363M

$318M

14.1%

$222M

17.8%