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MOTIV8 INVESTMENTS LLC

542 Nw University Blvd
Suite B101
Port St Lucie, Florida 34986
Tel: 772-247-4488

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About MOTIV8 INVESTMENTS LLC

MOTIV8 INVESTMENTS LLC, formally registered with the SEC as MOTIV8 INVESTMENTS LLC. The firm was established in 11/15/2016. They have over 13 offices throughout the country.

MOTIV8 INVESTMENTS LLC is a Port St Lucie, Florida based Financial Planning firm with nearly $161,355,661 assets under management, offering retirement planning & investment advisory services to 1628 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285560
SEC#801-108653
Assets Managed by Firm$161,355,661
No. of Clients1628
No. of Advisors40

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD PARTY ADVISER FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1628$161,355,661
Individuals (other than high net worth individuals)679$103,320,010
High net worth individuals366$52,578,012
Pension and profit sharing plans16$5,457,639

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