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MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD 165689File 801-77616
APPROVED
Retail clients
Filing as of Jul 10, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 2114 | 2113 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.