MOTLEY FOOL WEALTH MANAGEMENT, LLC

2000 Duke Street
Second Floor
Alexandria, Virginia 22314
Tel: 844-408-4390

About MOTLEY FOOL WEALTH MANAGEMENT, LLC

MOTLEY FOOL WEALTH MANAGEMENT, LLC, formally registered with the SEC as MOTLEY FOOL WEALTH MANAGEMENT, LLC. The firm was established in 02/11/2013. They have over 7 offices throughout the country.

MOTLEY FOOL WEALTH MANAGEMENT, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $2,179,069,480 assets under management, offering retirement planning & investment advisory services to 4406 clients. The firm is staffed with 52 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165689
SEC#	801-77616
Assets Managed by Firm	$2,179,069,480
No. of Clients	4406
No. of Advisors	52

Fee Structure

A percentage of AUM
Fixed fees
Other (PUBLISHER PROVIDES PER-CLIENT PAYMENT FOR NEWSLETTER SUBSCRIBERS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4406	$2,179,069,480
Individuals (other than high net worth individuals)	2108	$724,478,294
High net worth individuals	745	$1,417,407,238
Corporations or other businesses	17	$33,693,796

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