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 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 1208% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 1208% of the manager's regulatory AUM.
MOTLEY FOOL WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MOTLEY FOOL WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 4.54% | Cons. Disc. | 19.5% | 0.48% | 0 | 41% | ||
| BKNG | 4.21% | Cons. Disc. | -1.74% | -0.37% | 0 | 16% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
MOTLEY FOOL WEALTH Portfolio Concentration
MOTLEY FOOL WEALTH Location
2000 DUKE STREET
SUITE 175
ALEXANDRIA, Virginia
UNITED STATES, 22314
SUITE 175
ALEXANDRIA, Virginia
UNITED STATES, 22314
MOTLEY FOOL WEALTH Contact Information
Phone Number: 703-838-3665
Fax Number: 703-254-1999
Website: http://www.foolwealth.com
Fax Number: 703-254-1999
Website: http://www.foolwealth.com
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