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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Motley Fool Wealth Management LLC
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|---|---|
| CRD # | 165689 |
| SEC # | 801-77616 |
| CIK # | 0000160797, 0001607978 |
| AUM | $2.2 B (2025-07-31) |
| Employees | 52 (50% Investors, 0% Brokers) |
| Phone | 844-408-4390 |
| Address | 2000 Duke Street Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000160797 0001607978 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Facebook Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Priceline Com Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| MercadoLibre Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Mastercard Inc | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| Taser International Inc | 0.0 | ||
| Equinix Inc | 0.0 | ||
| BioMarin Pharmaceutical Inc | 0.0 | ||
| Brown & Brown Inc | 0.0 | ||
| Vertex Pharmaceuticals Inc / Ma | 0.0 | ||
| Costar Group Inc | 0.0 | ||
| Dexcom Inc | 0.0 | ||
| Broadridge Financial Solutions Inc | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Intl FCStone Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Datadog Inc | 0.0 | ||
| Toast Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,108 | 0.7 |
| (b) Individuals (high net worth individuals) | 745 | 1.4 |
| (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 | 17 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 4,406 | 2.2 |
| By Discretionary | ||
| Discretionary | 4,406 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,406 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 4,406 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001607978] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roffman Milller Associates Inc
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|
PA | 2.9 |
|
Bogart Wealth LLC
✚
|
VA | 2.7 |
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2.7 |
|
Berger Financial Group Inc
✚
|
MN | 2.5 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 2.5 |
|
Key Financial Inc
✚
|
PA | 2.5 |
|
VISE AI Advisors LLC
✚
|
NY | 2.2 |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 2.0 |
|
SOFI Wealth LLC
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|
CA | 1.5 |
|
Forte Capital LLC
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|
NY | 1.5 |