Motley Fool Wealth Management, LLC
● SEC registered since 2013CRD 165689SEC# 801-77616Alexandria, VA
Reg. AUM
$1.6B
Employees
39
Accounts
2,112
Location
Alexandria, VA
Motley Fool Wealth Management, LLC assets under management
Motley Fool Wealth Management, LLC is an investment advisory firm registered with the SEC based in Alexandria, VA. The firm has been registered since 2013. It reports $1.6 billion in regulatory assets under management and employs 39 people.
Motley Fool Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Lynn Arsta Control | Chief Investment Officer | Under 5% | 2025 |
| Kerra Demetria McDonough Control | Chief Financial Officer | Under 5% | 2018 |
| Madison Reece Early | Interim President | Under 5% | 2026 |
| Motley Fool Investment Management LLC Control | Sole Member | Over 75% | 2019 |
| Sheevani Patel Control | Chief Compliance Officer And Counsel | Under 5% | 2026 |
| Steven John Gilliam Control | Controller | Under 5% | 2023 |
| David Herr Gardner Control | Stockholder | 25-50% | 1994 |
| The Motley Fool Holdings, Inc. Control | Sole Member | Over 75% | 2018 |
| Thomas Murphy Gardner Control | Stockholder | 25-50% | 1994 |
Frequently asked questions
How much does Motley Fool Wealth Management, LLC manage?
Motley Fool Wealth Management, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Motley Fool Wealth Management, LLC have?
Motley Fool Wealth Management, LLC reports 39 employees.
Where is Motley Fool Wealth Management, LLC located?
Motley Fool Wealth Management, LLC is based in Alexandria, VA and has been SEC-registered since 2013.
Does Motley Fool Wealth Management, LLC disclose fund performance?
Motley Fool Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 Duke Street, Suite 300, Alexandria, VA 22314 |
| Phone | 844-408-4390 |
| Fax | 703-254-1999 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 160797 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.6B▼ 27%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,306 advisers
EmployeesTop 14%
More than 86% of 16,824 advisers
Assets under management
$1.6Bregulatory AUM
Discretionary $1.6B