# Motta Wealth Management LLC

> Motta Wealth Management LLC is a state-registered investment advisory firm, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 329970
- Filed as: MOTTA WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329970
- AdvisorCensus page: https://advisorcensus.com/firm/motta-wealth-management-llc-329970

## Quick answers

**How is Motta Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Motta Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Motta Wealth Management LLC registered with the SEC or a state?**
Motta Wealth Management LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 329970.

**How much does Motta Wealth Management LLC manage?**
Motta Wealth Management LLC reports $400,000 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Motta Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Motta Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329970

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $400,000
- Discretionary: $400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Motta Wealth Management LLC (CRD 329970): Form ADV filing data as of October 2026.