Motley Fool Wealth Management, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$755K

Accounts

2,112

Employees

39

Advisory reps

6

Firm details

Headquarters: Alexandria, Virginia
CRD number: 165689
Registered since: February 11, 2013
Website: foolwealth.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI63.62%
Individuals34.37%
Corporations / Businesses1.79%
Other0.23%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Motley Fool Wealth Management, LLC is an independent SEC-registered RIA structured as an LLC and registered in 2013. The firm advises individual and family clients as well as institutional accounts, operating on a percentage-of-AUM fee model. Core service lines include financial planning and discretionary portfolio management for individuals and small businesses; the firm also produces publications and runs educational seminars and workshops. They identify equities as their primary preference and are not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities75%
Public Funds/Mutual Funds17%
Non-Exchange Traded Equities5%
Cash & Cash Equivalents4%

Owners & executives

3 of 3

Anthony Arsta
Chief Investment OfficerCRD 8034784
Kerra McDonough
Chief Financial OfficerCRD 6927282
Kyle Wirth
Chief Compliance OfficerCRD 6979608

Contacts

3 of 3

Michael Leichtner
Senior TraderCRD 4027941
Steven Gilliam
ControllerCRD 7729233
Madison Early
Director of OperationsCRD 6566607

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$193K in ETFs

Passive

100%

$193K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU)	Invesco	Passive	Target Maturity	$193K	11,578	100.00%

Primary office

Alexandria, VA

Alexandria City

Location

Alexandria, VA

Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Alexandria City
Address: 2000 Duke St
Time zone: ET (UTC-5)
Office locations

Similar firms

The Edgar Lomax Company

Alexandria, VA

AUM $1.4BTEAM 8REPS 9

DC Capital Partners Management, L.P.

Alexandria, VA

AUM $1.4BTEAM 18REPS 4

Oxford Finance Advisors, LLC

Alexandria, VA

AUM $2.4BTEAM 84REPS 6

Motley Fool Asset Management

Alexandria, VA

AUM $2.6BTEAM 14REPS 5

Avenir Corporation

Alexandria, VA

AUM $849MTEAM 6REPS 5

Monument Wealth Management

Alexandria, VA

AUM $532MTEAM 11REPS 9

More RIAs in Alexandria →All Virginia RIAs →