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MOTLEY FOOL WEALTH MANAGEMENT, LLC

ALEXANDRIA, VA · CRD 165689 · IAPD ↗ · 844-408-4390

$1.60BRegulatory AUM
28Advisory reps
39Employees
1808Clients
251-500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
October 2026 — MOTLEY FOOL WEALTH MANAGEMENT, LLC (ALEXANDRIA, VA) left the SEC roster (was $1.60B RAUM, 28 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
January 2026 — MOTLEY FOOL WEALTH MANAGEMENT, LLC reported RAUM down 27% ($2.18B -> $1.60B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
January 2026 — MOTLEY FOOL WEALTH MANAGEMENT, LLC added office(s): 8 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
January 2026 — MOTLEY FOOL WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
August 2025 — MOTLEY FOOL WEALTH MANAGEMENT, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.