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 operates as an independent registered investment adviser formed in 2013 and organized as an LLC. The firm serves both individual and family clients as well as institutional clients and charges fees based on a percentage of assets under management. Core advisory services include financial planning and discretionary portfolio management for individuals and small businesses, supplemented by periodic publications and investor education through seminars and workshops. The firm is not classified as 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 30

Active vs passive

$248M in ETFs

Passive

76%

$190M

Active

7%

$58.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$24.6M	41,241	9.92%

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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

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