Geoffrey
Wight

Motiv8 Investments LLC

CRD#6777784
Investment Advisor
in Wellington, FL

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About this Advisor

Geoffrey Wight is a financial advisor based in Wellington, Florida. Wight is an advisor for Motiv8 Investments LLC. Their career trajectory has included roles at Pfs Investments Inc, Primerica Financial Services, Agraxo LLC, Oxoterra Sac, Fyzical, Tucker Asset Management, Assets Risk Managment, Ae Wealth Management, LLC, Independent Agent, Geoffrey Wight, Sports Consultant, Motiv8 Investments LLC and Athletes Risk Management. Wight maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Florida. Motiv8 Investments LLC is a registered investment company based out of Stuart, FL. The investment advisory business has offices in 14 locations and a total of 13 employees. It oversees $118 million in total assets between its 722 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 722 customer accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of financial services. However, fee types charged by Motiv8 Investments LLC most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

255 Professional Way Suite 100
Wellington, FL 33414

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Motiv8 Investments LLC Brokerage Details

Total Assets Under Management

$118,148,737

FL Average: $1,855,561,029
Total Number of Employees

13

FL Average: 62
Total Number of Accounts

722

FL Average: 2,474
Average Account Size

$163,641

FL Average: $750,025

Investment Advisory Services

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

Geoffrey Wight Work History

Geoffrey has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Motiv8 Investments LLC

2022 - Present (2 years)

Ae Wealth Management, LLC

2018 - Present (6 years)

Assets Risk Managment

2016 - Present (8 years)

Athletes Risk Management

1984 - Present (40 years)

Geoffrey Wight, Sports Consultant

2021 - 2022 (1 year)

Tucker Asset Management

2017 - 2018 (1 year)

Pfs Investments Inc

2016 - 2018 (2 years)

Primerica Financial Services

2016 - 2019 (3 years)

Fyzical

2016 - 2020 (4 years)

Independent Agent

2014 - 2016 (2 years)

Agraxo LLC

2010 - 2014 (4 years)

Oxoterra Sac

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Geoffrey Wight to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Motiv8 Investments LLC

Grace Nicholson
Salt Lake City, UT
Andrey Kolpakov
Stuart, FL
Owen Tennyson
Meridian, ID
Kayla Clark
Stuart, FL
Ronald Blair
Stuart, FL
Stephen Dyer
Stuart, FL
Patrick Munnerlyn
Fayetteville, AR
Michael Terrio
Stuart, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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