SourcingSourcing

MOTLEY FOOL WEALTH MANAGEMENT, LLC

C38
CRD 165689·SEC 801-77616·ALEXANDRIA, VA
AUM
$1.60B
$1B+
Est. Revenue
$16.0M
@ 1% on AUM
Est. EBITDA
$4.8M
@ 30% margin
Est. Deal Value
$38.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD
165689
SEC file #
801-77616
EIN
611701518
DBA names
—

Economics

AUM
$1.60B
AUM band
$1B+
AUM trajectory
'20'26
$1.70B → $1.60B▼ -6%
Client mix
Individuals Other1,569
Individuals High Net Worth530
Corporations14
Other1

Operations

Employees (total)
39
Advisory staff (per ADV)
28
Advisory staff (5-yr trend)
'20'26
16 advisors → 28 advisors▲ +75%
Primary office
ALEXANDRIA VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
facebook.com/foolwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOTLEY FOOL INVESTMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
MOTLEY FOOL INVESTMENT
Arsta, Anthony, Lynn
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
27,320
Form 5500 Compensation Trajectory 3y
202527,320
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
27,320
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001607978
Edgar Registered
Yes
Edgar Filing Count
49
Edgar First Filing Date
2015-02-13
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
47
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001104659-26-059237

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Edgar Addresses
Mailing
2000 DUKE STREETSUITE 275ALEXANDRIA, VA 22314
Business
2000 DUKE STREETSUITE 275ALEXANDRIA, VA 22314
Edgar EIN
611701518
Edgar Recent Filings
13F-HR2026-05-12 · 0001104659-26-059237
13F-HR2026-02-11 · 0001104659-26-013234
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (6)

6
Early, Madison, Reece
IAR · Executive Officer · 2.5%
6566607
Arsta, Anthony, Lynn
Executive Officer · 2.5%
8034784
GILLIAM, STEVEN, JOHN
Executive Officer · 2.5%
7729233
MCDONOUGH, KERRA, DEMETRIA
Executive Officer · 2.5%
6927282
Wirth, Kyle, Dennis
Executive Officer · 2.5%
6979608
MICHAEL LAWRENCE LEICHTNER
IAR
4027941