MOTLEY FOOL WEALTH MANAGEMENT, LLC

Overview

Motley Fool Wealth Management, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2013. The firm serves individual, family and institutional clients and charges clients on a percentage-of-AUM fee basis. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses, and the firm also produces periodicals/newsletters and runs educational workshops and seminars. The adviser is not positioned as a capital allocator and does not self-identify as an active ESG investor. It lists affiliations that include roles as an investment adviser, commodity pool operator/commodity trading advisor (CPO/CTA) and sponsor or managing member of pooled investment vehicles.

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Public Holdings

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Location & Offices