MOTLEY FOOL WEALTH Overview

Motley Fool Wealth Management Llc is an investment advisor that manages 130 MM dollars in regulatory AUM and has 8 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 948MM in positions, representing 729% of the manager's regulatory AUM.

MOTLEY FOOL WEALTH StockAlpha

-3.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MOTLEY FOOL WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 3.87% Tech -6.7% -0.33% 0 37%
AMZN 3.55% Cons. Disc. -8.2% -0.51% 0 32%
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FEATURED IN
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MOTLEY FOOL WEALTH Founders and Key Employees

Name Title In Position Since
Philip J. Biedronski Chief Financial Officer January-2013
Marthe Larosiliere General Counsel January-2013
Lawrence T. Greenberg Manager January-2013
Salvatore R. Faia Chief Compliance Officer January-2013
Nicholas J. Crow President January-2014
William H. Mann Portfolio Manager September-2014

MOTLEY FOOL WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

MOTLEY FOOL WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss: A. Methods of Analysis and Investment Strategies
1. Nondiscretionary advice.


MFWM uses a proprietary, interactive, algorithmic system, designed by personnel acting on
MFWM’s behalf that is based upon the widely accepted Fama-French Capital Asset Pricing Model.
MFWM’s algorithm and its individual advisors consider factors such as the Client’s income, asset allocation, portfolio holdings, assets available for investment, investing period, time to retirement, financial goals, and need to access assets, along with the Client’s risk tolerance and preferences regarding the number of positions in his or her portfolio, as well as other information the Client provides.

MFWM’s algorithm and its advice are periodically reviewed by MFWM’s President and personnel
working on his behalf.


Clients are presented with an algorithmically-generated online Investment Dashbo...
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MOTLEY FOOL WEALTH Portfolio Concentration

MOTLEY FOOL WEALTH Location

2000 DUKE STREET
SUITE 175
ALEXANDRIA, Virginia
UNITED STATES, 22314

MOTLEY FOOL WEALTH Contact Information

Phone Number: 703-838-3665
Fax Number: 703-254-1999
Website:

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