RIA Intel›Advisers›Massachusetts›MOTTA WEALTH MANAGEMENT LLC

MOTTA WEALTH MANAGEMENT LLC

Advisory

MA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in MA

#1,564

of 1,590 advisers by AUM

Average account

$20K

across 20 accounts

AUM per adviser

$400K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$400K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$400K

Discretionary AUM$400K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

COLEMMA ASSET MANAGEMENT LLC

$387K

SIMPLE CAPITAL, LLC

$359K

ADAPTIVE ADVISERS, LLC

$450K

SCIENTIFIC INVESTMENT MANAGEMENT LLC

$350K

KEMPTHORNE ANALYTICS, INC

$452K

BEYOND BORDERS INVESTMENT STRATEGIES, LLC

$483K

Get the full picture on MOTTA WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MOTTA WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans