DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
M••••• W••••• A•••••••• L••
Latest filing Jun 15, 2026
First filing on the tape Feb 9, 2021 · 20 filings
SEC status approved since Mar 12, 2021
RAUM
$363M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$363M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$121M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$363M as of Jun 15, 2026
Mar 15, 2022$248M then
HNW client RAUM$358M as of Jun 15, 2026
Mar 15, 2022$237M then
State-registered IARs (5.B.3)3 as of Jun 15, 2026
Mar 15, 20222 then
Employees (5.A)4 as of Jun 15, 2026
Mar 15, 20223 then
Private funds: no history
RAUM +14% over the last fiscal year+18% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jun 15, 2026; every figure names its basis
- RAUM per advisor
- $121MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 29derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.2MderivedHNW RAUM over HNW clients
- Average account
- $888,810derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 0.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $36.6M, 22 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$358M99%
- Individuals$4.8M1.3%
- Other investment advisers$88,2470.0%
- Charitable organizations$350.0%
- Individual clients
- 30reported
- HNW clients
- 58reported
- Pension plan clients
- 0reported
- Charitable clients
- n/areported
- Accounts
- 408reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $36.6M for 22 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• S•••••• C••••Certified Financial Planner, Chartered Financial Analyst | Birmingham, Mi | Apr 18, 2021 | 16 y | 4 |
| J•••• C••••• N•••••••••Certified Financial Planner | Birmingham, Mi | May 10, 2021 | 26 y | 5 |
| J••• A••••• L•••• | Birmingham, Mi | Oct 22, 2024 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J•••• C••••• N••••••••• from T•• I••••••••• A•••• M••••••••• L••May 10, 2021 · RIA to a newly registered adviser
- J•••• S•••••• C•••• from T•• I••••••••• A•••• M••••••••• L••Apr 18, 2021 · RIA to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••• J••••• S•••••• · Co-Founder & Ccocontrolsince 02/2021 · owns less than 5%
- N••••••••• J••••• C••••• · Co-Foundercontrolsince 02/2021 · owns less than 5%
- C••••• J••••• S•••••• · Membercontrolsince 06/2020 · owns 75% or more of J• C••••• L••
- N••••••••• J••••• C••••• · Membercontrolsince 06/2020 · owns 75% or more of J• N••••••••• L••
Entity owners
- J• N••••••••• L•• · Memberdirect · owns 50% to 75%
- J• C••••• L•• · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Birmingham, Mi · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 377 to 408Sep 29, 2025 to Mar 23, 2026
- HNW clients · 55 to 58Sep 29, 2025 to Mar 23, 2026
- Individual clients · 25 to 30Sep 29, 2025 to Mar 23, 2026
- Assets in custody · $23.8M to $36.6MSep 29, 2025 to Mar 23, 2026
- Discretionary RAUM · $317M to $361MSep 29, 2025 to Mar 23, 2026
- HNW RAUM · $303M to $358MSep 29, 2025 to Mar 23, 2026
- Individual RAUM · $6.1M to $4.8MSep 29, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $976,252 to $1.7MSep 29, 2025 to Mar 23, 2026
- RAUM · $318M to $363MSep 29, 2025 to Mar 23, 2026
- Accounts · 359 to 377Nov 4, 2024 to Mar 14, 2025
- Pension plan clients · unset to 0.0Nov 4, 2024 to Mar 14, 2025
- Assets in custody · $16.4M to $23.8MNov 4, 2024 to Mar 14, 2025
- Financial planning clients · 51-100 to 51-100Nov 4, 2024 to Mar 14, 2025
- Discretionary RAUM · $279M to $317MNov 4, 2024 to Mar 14, 2025
- HNW RAUM · $261M to $303MNov 4, 2024 to Mar 14, 2025
- Individual RAUM · $6.7M to $6.1MNov 4, 2024 to Mar 14, 2025
- Non-discretionary RAUM · $605,237 to $976,252Nov 4, 2024 to Mar 14, 2025
- Pension RAUM · $3.0M to $0Nov 4, 2024 to Mar 14, 2025
- RAUM · $279M to $318MNov 4, 2024 to Mar 14, 2025
- Advisory employees · 2 to 3Sep 6, 2024 to Nov 4, 2024
- State-registered IARs · 2 to 3Sep 6, 2024 to Nov 4, 2024
- Other offices · 0 to 3Sep 6, 2024 to Nov 4, 2024
- Accounts · 354 to 359Apr 23, 2024 to Sep 6, 2024
- Corporate clients · unset to 0.0Apr 23, 2024 to Sep 6, 2024
- HNW clients · 322 to 55Apr 23, 2024 to Sep 6, 2024
- Individual clients · 27 to 25Apr 23, 2024 to Sep 6, 2024
- Pooled vehicle clients · unset to 0.0Apr 23, 2024 to Sep 6, 2024
- Assets in custody · unset to 16394037.0Apr 23, 2024 to Sep 6, 2024
- Custody of client assets · false to trueApr 23, 2024 to Sep 6, 2024
- Employees · 3 to 4Apr 23, 2024 to Sep 6, 2024
- Financial planning clients · 0 to 51-100Apr 23, 2024 to Sep 6, 2024
- Discretionary RAUM · $278M to $279MApr 23, 2024 to Sep 6, 2024
- HNW RAUM · $265M to $261MApr 23, 2024 to Sep 6, 2024
- Individual RAUM · $5.7M to $6.7MApr 23, 2024 to Sep 6, 2024
- Non-discretionary RAUM · $603,371 to $605,237Apr 23, 2024 to Sep 6, 2024
- Pension RAUM · $0 to $3.0MApr 23, 2024 to Sep 6, 2024
- RAUM · $279M to $279MApr 23, 2024 to Sep 6, 2024
- Accounts · 278 to 354Sep 8, 2023 to Mar 14, 2024
- Advisory activities · 3 to 4Sep 8, 2023 to Mar 14, 2024
- HNW clients · 250 to 322Sep 8, 2023 to Mar 14, 2024
Signals
6 dated events
- George Christopher Plummer (Chief Compliance Officer) no longer on Schedule A of M••••• W••••• A•••••••• L•• (listed 2023-09-08, absent 2024-03-14)Mar 14, 2024 · Control person left · inference
- George Christopher Plummer (Chief Compliance Officer) appeared on Schedule A of M••••• W••••• A•••••••• L••Sep 8, 2023 · Control person joined · fact
- Lea Michelle Eldridge (Chief Compliance Officer) no longer on Schedule A of M••••• W••••• A•••••••• L•• (listed 2023-03-14, absent 2023-09-08)Sep 8, 2023 · Control person left · inference
- Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of M••••• W••••• A•••••••• L•• (listed 2022-03-15, absent 2022-03-17)Mar 17, 2022 · Control person left · inference
- Lea Michelle Eldridge (Chief Compliance Officer) appeared on Schedule A of M••••• W••••• A•••••••• L••Mar 17, 2022 · Control person joined · fact
- M••••• W••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Feb 9, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- a•••••@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- c••••••@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- j••@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- j••@m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-987-5731reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-509-4135reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/motivewareportedpublic record, Form ADV, Sep 18, 2026
- Website
- m•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (248) 987-5731reportedpublic record, Form ADV, Jun 15, 2026
- Contact form
- m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- m•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $121Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026