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MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD 165689File 801-77616
APPROVED
Retail clients
Filing as of Jul 10, 2026
Feed vintage Sep 22, 2026
Regulatory AUM
$1.60B
Top 25% of cohort (national)
Discretionary AUM
$1.60B
Clients
2,113
2,112 accounts
Employees
39
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 11, 2013
- Principal office
- 2000 DUKE STREET, SUITE 300, ALEXANDRIA, VA, 22314
- Phone
- 844-408-4390
- Website
- HTTP://WWW.FOOLWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.60B
- Discretionary AUM
- $1.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,112
- Non-discretionary accounts
- 0
- Total accounts
- 2,112
- AUM per client
- $755K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $28.5M |
| High net worth individuals | 530 | $1.01B |
| Individuals (other than high net worth individuals) | 1,569 | $548.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,114 | 2,113 | decreased by1 |
| Jan 1, 2026 | Employees | 52 | 39 | decreased by13 |
| Jan 1, 2026 | Clients | 2,871 | 2,114 | decreased by757 |
| Jan 1, 2026 | AUM | $2,179,069,480 | $1,595,324,821 | decreased by$583,744,659 |
| Jan 1, 2026 | Accounts | 4,406 | 2,112 | decreased by2,294 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 52 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,199 | 2,871 | decreased by328 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,368,187,728 | $2,179,069,480 | decreased by$189,118,248 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,199 | 4,406 | increased by1,207 |
| Jan 1, 2022 | Employees | 35 | 50 | increased by15 |
| Jan 1, 2022 | Clients | 3,249 | 3,199 | decreased by50 |
| Jan 1, 2022 | AUM | $2,463,136,305 | $2,368,187,728 | decreased by$94,948,577 |
| Jan 1, 2022 | Accounts | 4,836 | 3,199 | decreased by1,637 |
| Nov 1, 2021 | Clients | 3,119 | 3,249 | increased by130 |
| Nov 1, 2021 | AUM | $2,237,972,889 | $2,463,136,305 | increased by$225,163,416 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOTLEY FOOL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOTLEY FOOL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.