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Building 2MOTLEY FOOL WEALTH MANAGEMENT, LLC

Map pinALEXANDRIA, VA
Phone844-408-4390
NotebookSEC #801-77616
Total AUM
$1.6B
Employees
39
Clients
2,114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 DUKE STREET
SUITE 300
ALEXANDRIA
VA 22314
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
844-408-4390
Other Offices
12

ReceiptFinancials

Total AUM
$1.6B
Accounts
2,112
Discretionary
$1.6B
Accounts
2,112
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,569
AUM
$548.3M
HNW Individual Clients
530
AUM
$1B
Corporation or Business Clients
14
AUM
$28.5M
Other Clients
1
AUM
$3.6M
Description of Other Clients
PROPRIETARY ACCOUNT

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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