Motley Fool Wealth Management, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 2,114
- Avg AUM / client
- $755K
- Accounts
- 2,112
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,569 | $548M | 34.4% |
| High net worth individuals | 530 | $1.0B | 63.6% |
| Corporations and other businesses | 14 | $28.5M | 1.79% |
| Other | 1 | $3.6M | 0.23% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gardner, David, Herr | Stockholder | Jul 1994 (32y) | ≈ 14.06% – 50% via The Motley Fool Holdings, Inc. | |
| Gardner, Thomas, Murphy | Stockholder | Jul 1994 (32y) | ≈ 14.06% – 50% via The Motley Fool Holdings, Inc. | |
| Nicholas John Crow | President; President, Motley Fool Investment Management Llc | CFA | Jan 2014 (13y) | Less than 5% |
| Bryan Curtis Hinmon | Manager | CFA | Jan 2017 (10y) | Less than 5% |
| Mc Donough, Kerra | Chief Financial Officer | Jan 2018 (9y) | Less than 5% | |
| Wirth, Kyle, Dennis | Chief Compliance Officer And General Counsel | Oct 2020 (6y) | Less than 5% | |
| Gilliam, Steven, John | Controller | Apr 2023 (3y) | Less than 5% | |
| Madison Reece Early | Registered representative | Oct 2023 (3y) | ||
| Michael Lawrence Leichtner | Registered representative | Nov 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Motley Fool Investment Management Llc | Sole Member | May 2019 | A | 75% or more |
| The Motley Fool Holdings, Inc. | Sole Member | Oct 2018 | B | ≈ 56.25% – 100% via Motley Fool Investment Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gardner, David, Herr: 25% – 50% of The Motley Fool Holdings, Inc. × 75% – 100% of Motley Fool Investment Management Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Gardner, Thomas, Murphy: 25% – 50% of The Motley Fool Holdings, Inc. × 75% – 100% of Motley Fool Investment Management Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- The Motley Fool Holdings, Inc.: 75% – 100% of Motley Fool Investment Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Interactive Brokers $1.2B (77% of AUM) Jul 2026
- Charles Schwab & Co. $365M (23% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗