MOTLEY FOOL WEALTH MANAGEMENT, LLC

CRD 165689 · SEC 801-77616

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2000 DUKE STREET, SUITE 300, ALEXANDRIA, VA, 22314, United States

Phone

844-408-4390

Fax

703-254-1999

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.60B

Discretionary AUM

$1.60B

Team

39 total employees; 28 advisory reps; 1808 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-20

Disciplinary history

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	1569	$548.3M
High net worth individuals	530	$1.01B
Corporations/business entities	14	$28.5M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://WWW.FACEBOOK.COM/FOOLWEALTH/
HTTPS://WWW.LINKEDIN.COM/COMPANY/MOTLEY-FOOL-WEALTH-MANAGEMENT
HTTP://WWW.FOOLWEALTH.COM
HTTPS://X.COM/FOOLWEALTH

Official SEC filing: View on IAPD