|
⚲
|
| Keyboard |
| Motley Fool Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 165689 |
| SEC # | 801-77616 |
| CIK # | 0001607978, 0000160797 |
| AUM | 1,595.3 M (2026-04-20) |
| Employees | 39 (72% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-408-4390 |
| Address | 2000 Duke Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 07 Apr 2026 | Apollon Wealth Management Expands National Reach with Motley Fool Wealth Management Acquisition — Business Wire |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| MercadoLibre Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| Equinix Inc | 0.0 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,569 | 0.5 |
| (b) Individuals (high net worth individuals) | 530 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 2,112 | 1.6 |
| By Discretionary | ||
| Discretionary | 2,112 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,112 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 2,112 | 1.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001607978] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1,808 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
SOFI Wealth LLC
✚
|
CA | 2,047.3 M |
|
Armstrong Advisory Group Inc
✚
|
MA | 1,668.2 M |
|
Townsend & Associates Inc
✚
|
CO | 1,520.1 M |
|
Ullman John & Associates Inc
✚
|
NY | 1,511.0 M |
|
McIlrath & Eck LLC
✚
|
WA | 1,364.9 M |
|
Virtue Capital Management LLC
✚
|
TN | 1,310.5 M |
|
American Financial Advisors Inc
✚
|
FL | 1,279.4 M |
|
Beacon Capital Management LLC
✚
|
TN | 1,269.5 M |
|
Baron Silver Stevens Financial Advisors LLC
✚
|
FL | 1,196.9 M |
|
Richard Young Associates Ltd
✚
|
GA | 1,195.3 M |