MOTLEY FOOL WEALTH MANAGEMENT, LLC
Adviser information for MOTLEY FOOL WEALTH MANAGEMENT, LLC last updated from Form ADV on December 21st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | SEPTEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 61 |
|---|---|
| Investment Advisory/Research | 30 |
| Registered Broker-Dealer Representatives | 12 |
| Registered State Investment Advisers | 25 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4,627 | $1.9B |
| Non-Discretionary | 0 | $0 |
| Total | 4,627 | $1.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 2,364 | $787.0M |
| HNW Individuals | 599 | $1.1B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 16 | $22.9M |
| Other | 1 | $1.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1688 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed feesPUBLISHER PROVIDES PER-CLIENT PAYMENT FOR NEWSLETTER SUBSCRIBERS |
Principal Office
2000 DUKE STREETSECOND FLOOR
ALEXANDRIA
VA
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 844-408-4390, Fax: 703-254-1999
Chief Compliance Officer
KYLE DENNIS WIRTH
2000 DUKE STREET
SECOND FLOOR
ALEXANDRIA
VA
United States
Tel:
703-254-1834
K*********@*************M
(Full email address available in API data)
Regulatory Contact
DEREK SMITH
COMPLIANCE SUPERVISOR
2000 DUKE STREET
SECOND FLOOR
ALEXANDRIA
VA
United States
Tel:
703-838-3665
D**********@*************M
(Full email address available in API data)
Industry Affiliates
| 1623 CAPITAL LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| 1623 PRO FUND GP, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| MOTLEY FOOL ASSET MANAGEMENT | Other investment adviser, including financial planners |
| MOTLEY FOOL VENTURES | Other investment adviser, including financial planners |
| MOTLEY FOOL VENTURES GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| MOTLEY FOOL VENTURES II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TMF INVESTMENTS | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GARDNER, THOMAS, MURPHY | Individual | THE MOTLEY FOOL HOLDINGS, INC. | STOCKHOLDER | 07/1994 | 25-50% |
| GARDNER, DAVID, HERR | Individual | THE MOTLEY FOOL HOLDINGS, INC. | STOCKHOLDER | 07/1994 | 25-50% |
| CROW, NICHOLAS, JOHN | Individual | – | PRESIDENT; PRESIDENT, MOTLEY FOOL INVESTMENT MANAGEMENT LLC | 01/2014 | < 5% |
| HINMON, BRYAN, C | Individual | – | MANAGER | 01/2017 | < 5% |
| McDonough, Kerra | Individual | – | CHIEF FINANCIAL OFFICER | 01/2018 | < 5% |
| MOTLEY FOOL INVESTMENT MANAGEMENT LLC | Domestic Entity | – | SOLE MEMBER | 05/2019 | > 75% |
| THE MOTLEY FOOL HOLDINGS, INC. | Domestic Entity | MOTLEY FOOL INVESTMENT MANAGEMENT LLC | SOLE MEMBER | 10/2018 | > 75% |
| Wirth, Kyle, Dennis | Individual | – | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 10/2020 | < 5% |
| GILLIAM, STEVEN, JOHN | Individual | – | CONTROLLER | 04/2023 | < 5% |