Overview
Assets Under Management: $187 million
Headquarters: PORT ST LUCIE, FL
High-Net-Worth Clients: 49
Average Client Assets: $1 million
Frequently Asked Questions
MOTIV8 INVESTMENTS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285560), MOTIV8 INVESTMENTS LLC is subject to fiduciary duty under federal law.
MOTIV8 INVESTMENTS LLC is headquartered in PORT ST LUCIE, FL.
MOTIV8 INVESTMENTS LLC serves 49 high-net-worth clients according to their SEC filing dated May 12, 2025. View client details ↓
According to their SEC Form ADV, MOTIV8 INVESTMENTS LLC offers financial planning and portfolio management for individuals. View all service details ↓
MOTIV8 INVESTMENTS LLC manages $187 million in client assets according to their SEC filing dated May 12, 2025.
According to their SEC Form ADV, MOTIV8 INVESTMENTS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.59
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,568
Discretionary Accounts: 1,568
Regulatory Filings
CRD Number: 285560
Filing ID: 1988848
Last Filing Date: 2025-05-12 11:21:00
Website: https://motiv8investments.com