Sheevani Patel
Chief Compliance Officer And CounselMotley Fool Wealth Management, LLCCRD 6734848
About Sheevani Patel
Sheevani Patel is listed as Chief Compliance Officer And Counsel at Motley Fool Wealth Management, LLC in Alexandria, VA. Form ADV reports a beneficial ownership band of Under 5%. Sheevani Patel is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Motley Fool Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Sheevani Patel work?
Sheevani Patel is listed as Chief Compliance Officer And Counsel at Motley Fool Wealth Management, LLC on SEC Form ADV.
How much of Motley Fool Wealth Management, LLC does Sheevani Patel own?
Form ADV reports a beneficial ownership band of Under 5%.
Motley Fool Wealth Management, LLC
| Title | Chief Compliance Officer And Counsel |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Compound Planning, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |