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Motley Fool Wealth Management, LLC

● SEC registered since 2013CRD 165689SEC# 801-77616Alexandria, VA
Export (members)
Reg. AUM
$2.18B
Employees
52
Accounts
4,406
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 $2.2 billion in regulatory assets under management and employs 52 people.
www.facebook.com/foolwealthView on SEC.gov ↗

Motley Fool Wealth Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Anthony Lynn Arsta ControlChief Investment OfficerUnder 5%2025
Kerra Demetria McDonough ControlChief Financial OfficerUnder 5%2018
Kyle Dennis Wirth ControlChief Compliance Officer And General CounselUnder 5%2020
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Frequently asked questions

How much does Motley Fool Wealth Management, LLC manage?

Motley Fool Wealth Management, LLC reports $2.2 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 52 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

Address2000 Duke Street, Second Floor, Alexandria, VA 22314
Phone844-408-4390
Fax703-254-1999
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK160797
Discloses disciplinary historyNo

Assets under management

Discretionary$2.18B
Non-discretionary$0
Total (RAUM)$2.18B