MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com

Motive Wealth Advisors is based out of Birmingham. Motive Wealth Advisors is a large advisory firm with 80 clients and discretionary assets under management (AUM) of $278,646,502 (Form …

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$278646502
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MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com

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Motive Wealth Advisors is based out of Birmingham. Motive Wealth Advisors is a large advisory firm with 80 clients and discretionary assets under management (AUM) of $278,646,502 (Form …

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$253346649
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WEALTH ADVISORS NORTHWEST LLC Top 13F Holdings

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Dec 31, 2024 · Wealth Advisors Northwest is a large advisory firm with 306 clients and discretionary assets under management (AUM) of $253,346,649 (Form ADV from 2025-01 …

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12%
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Motive Wealth Advisors Portfolio | Motive Wealth Advisors 13F …

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Fund Portfolio Manager Performance 24Q4 AUM # of Holdings Performance Rank Allocation ; Motive Wealth Advisors: Motive Wealth Advisors-2.12%: $186193000

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$166
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Motive Wealth Advisors Q3 2024 13F Top Portfolio Holdings

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Motive Wealth Advisors reported 65 holdings with total value $166 M as of Q3 2024. Top holdings included VEA, IVV, VIG, QUAL, and IEFA. MOTIVE WEALTH ADVISORS ... $166,495 Num …

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48%
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Motive Wealth Advisors 13F Filings And Top Holdings And Stakes

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Latest statistics and disclosures from Motive Wealth Advisors's latest quarterly 13F-HR filing: . Top 5 stock holdings are VEA, IVV, VIG, QUAL, IEFA, and represent 37.48% of Motive Wealth …

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$164376313
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STERLING WEALTH ADVISORS INC Top 13F Holdings

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Dec 31, 2024 · Sterling Wealth Advisors is a large advisory firm with 67 clients and discretionary assets under management (AUM) of $164,376,313 (Form ADV from 2024-03-26). Their last …

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$258490120
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CENTERLINE WEALTH ADVISORS, LLC Top 13F Holdings

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Dec 31, 2024 · Centerline Wealth Advisors is a large advisory firm with 282 clients and discretionary assets under management (AUM) of $258,490,120 (Form ADV from 2024-09 …

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$904356779
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SERENUS WEALTH ADVISORS, LLC Top 13F Holdings

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Dec 31, 2024 · Serenus Wealth Advisors is a large advisory firm with 110 clients and discretionary assets under management (AUM) of $904,356,779 (Form ADV from 2024-12-10). Their last …

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FAQs about MOTIVE WEALTH ADVISORS Top 13F Holdings - WhaleWisdom.com Coupon?

What is a NJ wealth management firm?

This team of financial advisors is a fee-only wealth management firm based in New Jersey, offering expert financial life planning and portfolio management services that help clients stay the course financially, no matter what surprises life throws at them. They work virtually across the country. ...

What is Modera Wealth Management?

Modera Wealth Management, founded in 1983, is a top financial advisor in New Jersey. With a drive to deliver services with compassion and expertise, the firm has an office in Westwood, NJ, and additional locations in Massachusetts, North Carolina, Georgia, and Florida. ...

Who is Valley wealth managers?

Valley Wealth Managers was founded in 1986 and is a wholly-owned subsidiary of Valley National Bank. The latter is publicly traded on the Nasdaq Global Select Market. Joseph Colleran serves as the President of the firm. Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. ...

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...