DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Motley Fool Wealth Management, LLC

Independent wealth managerAlexandria, VirginiaCRD 165689SEC 801-77616websiteIAPD
Latest filing Jul 10, 2026
First filing on the tape Jan 30, 2013 · 52 filings
SEC status approved since Feb 11, 2013
RAUM
$1.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$1.6B individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$798M
derived; firm RAUM over IAPD count
Employees
39
28 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
0
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$1.6B as of Jul 10, 2026
Jun 30, 2014$130M then
HNW client RAUM$1.0B as of Jul 10, 2026
Dec 15, 2017$648M then
State-registered IARs (5.B.3)18 as of Jul 10, 2026
Jun 28, 20131 then
Employees (5.A)39 as of Jul 10, 2026
Jun 28, 20135 then
Private funds: no history
RAUM -27% over the last fiscal year-0.5% a year over threeIARs 20 to 18offices 6 to 12
Practice profile
derived from the filing of Jul 10, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$798MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
1,050derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$755,362derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
19.5derivedItem 5.A over advisors
Advisors per office
0.2derived13 offices incl. principal (1.F.5)
RAUM growth, one year
-27%derivedbetween the last two annual amendments
Advisor growth, one year
-10%derivedItem 5.B.3 between annual amendments
Client growth, one year
-26%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, publications, educational seminarsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • marketing includes testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$1.0B64%
  • Individuals$548M34%
  • Corporations and businesses$28.5M1.8%
Individual clients
1,569reported
HNW clients
530reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2,112reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0 bank_owner=falsederived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Madison Reece EarlyRichmond, Va Oct 31, 202314 y1
Michael Lawrence LeichtnerAlexandria, Va Nov 29, 202320 y0
Advisor movement
9 left, 1 joined in 12 months
net -8 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 450% of current headcount28 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • John Nicholas Crow · President; President, Motley Fool Investment Management LLCcontrol
    since 01/2014 · owns less than 5%
  • John Steven Gilliam · Controllercontrol
    since 04/2023 · owns less than 5%
  • C Bryan Hinmon · Managercontrol
    since 01/2017 · owns less than 5%
  • Kerra Mcdonough · Chief Financial Officercontrol
    since 01/2018 · owns less than 5%
  • Dennis Kyle Wirth · Chief Compliance Officer And General Counselcontrol
    since 10/2020 · owns less than 5%
  • Herr David Gardner · Stockholdercontrol
    since 07/1994 · owns 25% to 50% of The Motley Fool Holdings, Inc.
  • Murphy Thomas Gardner · Stockholdercontrol
    since 07/1994 · owns 25% to 50% of The Motley Fool Holdings, Inc.
Entity owners
  • Motley Fool Investment Management LLC · Sole Member
    direct · owns 75% or more
  • The Motley Fool Holdings, Inc. · Sole Member
    indirect · owns 75% or more of Motley Fool Investment Management LLC
Related persons
Schedule D 7.A
Advisers that list Motley Fool Wealth Management, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Alexandria, Va · principal2061
Denver, Co100
Mt Pleasant, Sc001
San Jose, Ca001
Surfside Beach, Tx000
Charlotte, Nc000
Washington, Dc000
Philadelphia, Pa000
Alquippa, Pa000
Evergreen, Co001
Lakewood, Co000
Offices
Schedule D 1.F, the 25 largest
  • Denver, CO5 employees
  • , 1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
  • account count collapseChange between filings · filing Apr 20, 2026
    accounts (Item 5.F.2.f) moved from 4,406.0 to 2,112.0 (-52.0%) between the annual amendments of 2025-02-12 and 2026-04-20; the peer median change was +6.0% (1206 comparable advisers, 2.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (1,206) · 1.7% percentile
  • office count surgeChange between filings · filing Apr 20, 2026
    offices other than the principal office (Item 1.F.5) moved from 6.0 to 12.0 (+100.0%) between the annual amendments of 2025-02-12 and 2026-04-20; the peer median change was 0.0% (379 comparable advisers, 97.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (379) · 97% percentile
  • RAUM down 25 %Change between filings · filing Apr 20, 2026
    RAUM (Item 5.F) moved from $2,179,069,480 to $1,595,324,821 (-27.0%) between the annual amendments of 2025-02-12 and 2026-04-20; the peer median change was +17.0% (1297 comparable advisers, 1.0th percentile of changes)
    peers: independent wealth managers, $1B to $5B (1,297) · 0.6% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Discretionary RAUM · $2.2B to $1.6B
    Jul 31, 2025 to Dec 23, 2025
  • HNW RAUM · $1.4B to $1.0B
    Jul 31, 2025 to Dec 23, 2025
  • Accounts · 4,406 to 2,112
    Jul 31, 2025 to Dec 23, 2025
  • Advisory employees · 26 to 28
    Jul 31, 2025 to Dec 23, 2025
  • Corporate clients · 17 to 14
    Jul 31, 2025 to Dec 23, 2025
  • HNW clients · 745 to 530
    Jul 31, 2025 to Dec 23, 2025
  • Individual clients · 2,108 to 1,569
    Jul 31, 2025 to Dec 23, 2025
  • Employees · 52 to 39
    Jul 31, 2025 to Dec 23, 2025
  • Financial planning clients · 51-100 to 251-500
    Jul 31, 2025 to Dec 23, 2025
  • State-registered IARs · 20 to 18
    Jul 31, 2025 to Dec 23, 2025
  • Other offices · 8 to 12
    Jul 31, 2025 to Dec 23, 2025
  • Individual RAUM · $724M to $548M
    Jul 31, 2025 to Dec 23, 2025
  • RAUM · $2.2B to $1.6B
    Jul 31, 2025 to Dec 23, 2025
  • Financial planning clients · 51-100 to 51-100
    Feb 12, 2025 to Jul 31, 2025
  • Other offices · 6 to 8
    Feb 12, 2025 to Jul 31, 2025
  • Accounts · 4,627 to 4,406
    Apr 26, 2024 to Dec 17, 2024
  • Advisory employees · 30 to 26
    Apr 26, 2024 to Dec 17, 2024
  • BD registered reps · 12 to 0
    Apr 26, 2024 to Dec 17, 2024
  • Corporate clients · 16 to 17
    Apr 26, 2024 to Dec 17, 2024
  • HNW clients · 599 to 745
    Apr 26, 2024 to Dec 17, 2024
  • Individual clients · 2,364 to 2,108
    Apr 26, 2024 to Dec 17, 2024
  • Employees · 61 to 52
    Apr 26, 2024 to Dec 17, 2024
  • Financial planning clients · 251-500 to 51-100
    Apr 26, 2024 to Dec 17, 2024
  • State-registered IARs · 25 to 20
    Apr 26, 2024 to Dec 17, 2024
  • Other offices · 7 to 6
    Apr 26, 2024 to Dec 17, 2024
  • Discretionary RAUM · $1.9B to $2.2B
    Apr 26, 2024 to Dec 17, 2024
  • HNW RAUM · $1.1B to $1.4B
    Apr 26, 2024 to Dec 17, 2024
  • Individual RAUM · $787M to $724M
    Apr 26, 2024 to Dec 17, 2024
  • RAUM · $1.9B to $2.2B
    Apr 26, 2024 to Dec 17, 2024
  • Related broker-dealer · true to false
    Apr 26, 2024 to Dec 17, 2024
  • Accounts · 4,591 to 4,627
    Nov 29, 2023 to Dec 21, 2023
  • Advisory employees · 33 to 30
    Nov 29, 2023 to Dec 21, 2023
  • Corporate clients · 21 to 16
    Nov 29, 2023 to Dec 21, 2023
  • HNW clients · 463 to 599
    Nov 29, 2023 to Dec 21, 2023
  • Individual clients · 2,587 to 2,364
    Nov 29, 2023 to Dec 21, 2023
  • Employees · 64 to 61
    Nov 29, 2023 to Dec 21, 2023
  • State-registered IARs · 20 to 25
    Nov 29, 2023 to Dec 21, 2023
  • Other offices · 5 to 7
    Nov 29, 2023 to Dec 21, 2023
  • Discretionary RAUM · $1.6B to $1.9B
    Nov 29, 2023 to Dec 21, 2023
  • HNW RAUM · $792M to $1.1B
    Nov 29, 2023 to Dec 21, 2023
Signals
48 dated events
  • Megan Leslie Brinsfield left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
    Apr 20, 2026 · Advisor changed firm · fact
  • Isaac White left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
    Apr 20, 2026 · Advisor changed firm · fact
  • Brandie Danielle Blackwell left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
    Apr 20, 2026 · Advisor changed firm · fact
  • Karisha Elizabeth Reel left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
    Apr 20, 2026 · Advisor changed firm · fact
  • Sean Fredrick Gates left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
    Apr 20, 2026 · Advisor changed firm · fact
  • Hilary Angela Daniel left Motley Fool Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2026-05-20)
    Apr 20, 2026 · Advisor changed firm · fact
  • Sabrina Rosh left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
    Apr 20, 2026 · Advisor changed firm · fact
  • Lyndsi Grace Stender left Motley Fool Wealth Management, Llc for Apollon Wealth Management, Llc (registered 2026-04-01)
    Apr 20, 2026 · Advisor changed firm · fact
  • 3 advisors left Motley Fool Wealth Management, LLC (Alexandria, VA) for Apollon Wealth Management, LLC on the same day
    Apr 20, 2026 · Team lift-out · derived
  • Motley Fool Wealth Management, Llc reported RAUM $1.6B, down 27% from $2.2B (2025-07-31 to 2025-12-23)
    Dec 23, 2025 · RAUM change · derived
  • Daniel Joseph Duckett left Motley Fool Wealth Management, Llc for Jaykay Wealth Advisors, Inc. (registered 2026-03-16)
    Dec 19, 2025 · Advisor changed firm · fact
  • Katelyn Nicole Webster left Motley Fool Wealth Management, Llc for Vestmark Advisory Solutions, Inc. (registered 2025-12-16)
    Aug 19, 2025 · Advisor changed firm · fact
  • Samantha Wendy Silberstein left Motley Fool Wealth Management, Llc for Chicory Wealth (registered 2026-08-21)
    Jul 30, 2025 · Advisor changed firm · fact
  • Garret Ring left Motley Fool Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2025-04-22)
    Apr 16, 2025 · Advisor changed firm · fact
  • Hali Browne London left Motley Fool Wealth Management, Llc for Compound Planning, Inc. (registered 2025-04-04)
    Apr 9, 2025 · Advisor changed firm · fact
  • Michelle Marie Leichtner left Motley Fool Wealth Management, Llc for Compound Planning, Inc. (registered 2025-04-04)
    Apr 9, 2025 · Advisor changed firm · fact
  • 2 advisors left Ellevest (New York, NY) for Motley Fool Wealth Management, LLC within 6 days
    Mar 13, 2025 · Team lift-out · derived
  • Trey Michael Fernandez left Motley Fool Wealth Management, Llc for Compound Planning, Inc. (registered 2025-04-07)
    Feb 13, 2025 · Advisor changed firm · fact
  • Wiley Cyrus Belknap left Motley Fool Wealth Management, Llc for Compound Planning, Inc. (registered 2025-01-22)
    Feb 12, 2025 · Advisor changed firm · fact
  • Nicholas John Crow left Motley Fool Wealth Management, Llc for Hoot Wealth Llc (registered 2025-01-23)
    Feb 12, 2025 · Advisor changed firm · fact
  • Jared Alvah Chase left Motley Fool Wealth Management, Llc for Hoot Wealth Llc (registered 2025-01-21)
    Feb 12, 2025 · Advisor changed firm · fact
  • Jennifer Goodwin left Motley Fool Wealth Management, Llc for Re-Envision Wealth (registered 2025-03-27)
    Feb 12, 2025 · Advisor changed firm · fact
  • Michael C Padilla left Motley Fool Wealth Management, Llc for Hoot Wealth Llc (registered 2025-01-21)
    Feb 12, 2025 · Advisor changed firm · fact
  • 2 advisors left Motley Fool Wealth Management, LLC (Denver, CO) for Hoot Wealth LLC on the same day
    Feb 12, 2025 · Team lift-out · derived
  • Justin Rivera left Motley Fool Wealth Management, Llc for Arq Wealth Advisors, Llc (registered 2024-03-01)
    Feb 10, 2025 · Advisor changed firm · fact
  • Christopher Michael Garrett left Motley Fool Wealth Management, Llc for Creative Planning (registered 2025-01-06)
    Dec 18, 2024 · Advisor changed firm · fact
  • John Lawrence Freemire left Motley Fool Wealth Management, Llc for Mercer Global Advisors Inc. (registered 2024-12-12)
    Nov 25, 2024 · Advisor changed firm · fact
  • Elizabeth Switzer left Motley Fool Wealth Management, Llc for Larson Financial Group, Llc (registered 2024-09-17)
    Aug 29, 2024 · Advisor changed firm · fact
  • Joseph Anthony Perna left Motley Fool Wealth Management, Llc for Compound Planning, Inc. (registered 2024-08-09)
    Aug 9, 2024 · Advisor changed firm · fact
  • Cristina Munteanu left Motley Fool Wealth Management, Llc for Craftwork Capital Llc (registered 2026-08-02)
    Aug 2, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Firm profile
LINKEDIN.COM/COMPANY/MOTLEY-FOOL-WEALTH-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
Website
FOOLWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
844-408-4390reportedpublic record, Form ADV, Jul 10, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$798Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026