Motley Fool Wealth Management, LLC
Motley Fool Wealth Management, LLC (MFWM) is an SEC-registered investment adviser headquartered in Alexandria, VA. Founded in 2013, MFWM is a wholly-owned subsidiary of Motley Fool Investment Management, LLC, which is ultimately owned by The Motley Fool Holdings Inc., co-owned by David and Tom Gardner. The firm provides discretionary and nondiscretionary investment advisory services, including financial review and planning, predominantly for retail clients. MFWM employs a team focused on individualized portfolio management, planning, and investment strategies. It offers its services to individuals investing as little as $6,000, with premium tiers for higher-net-worth clients. As of September 30, 2024, it managed $2.18 billion in assets. MFWM serves investors across the United States and is affiliated with The Motley Fool's broader suite of educational and advisory offerings.
Investment Strategy
Motley Fool Wealth Management offers both discretionary and nondiscretionary investment management, built mainly around personalized, separately managed accounts (SMAs) called the Personal Portfolio Program. Strategies include long-term buy-and-hold, growth stock selection, and global diversification. Clients can choose from model portfolios focused on equities, ETFs, or specific market strategies, tailored to their goals, risk tolerance, and time horizon. Portfolios are algorithmically rebalanced annually, with the ability for clients to adjust allocations or impose reasonable restrictions. The approach emphasizes evidence-based investing and asset allocation, with a focus on transparency and fiduciary responsibility. Accounts are managed using brokerage and custody providers such as Charles Schwab and Interactive Brokers.
Top Holdings
Equity Positions (126)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | FACEBOOK INC | 5.17% | $85.6M | 116,041 | $135.34 | $738.09 | +$11.6M |
A AMZN | AMAZON COM INC | 4.78% | $79.2M | 360,994 | $31.02 | $219.39 | +$1.2M |
B BKNG | BOOKING HOLDINGS INC | 3.87% | $64.1M | 11,067 | $2083.04 | $5789.24 | +$6.0M |
N NFLX | NETFLIX INC | 3.60% | $59.7M | 44,572 | $243.21 | $1339.13 | +$12.5M |
M MELI | MERCADOLIBRE INC | 3.44% | $57.1M | 21,842 | $248.35 | $2613.63 | +$8.8M |