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2,800+ clients nationwide
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Serving clients since 2014
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$2.17 billion in assets under management**

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Our Approach

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Personalized Asset Allocation
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High-Conviction Portfolio Strategies
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Active Investment Management
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Separately Managed Accounts (SMAs)

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What We Do

Portfolio Management

Your portfolio is your nest egg. It represents not only the hard work you’ve put in over the years to save and invest for the future, it represents your goals, your hopes, and your dreams. That's why we offer an active, hands-on approach.

Retirement Planning

For clients who invest over $1 million with Fool Wealth, we’re pleased to offer complimentary, full-service financial planning with a dedicated Wealth Advisor who understands your situation inside and out.

How We Do It

Stock Picking

Quality may seem like a vague term, but to us, it means something very specific. It’s a 360-degree approach that takes into account both quantitative and qualitative factors. Every company we hold is rigorously vetted by our Portfolio Managers against our distinct, proprietary Four Pillars of Quality.

Portfolio Construction

When you invest with Fool Wealth, your assets will be allocated across a combination of actively-managed strategies that are exclusively available to Fool Wealth clients. Each strategy has its own distinct goals and holds specific types of stocks.

Asset Allocation

Once we learn about your financial situation, we can determine which of our seven exclusive portfolio strategies are right for you — and in what combination. By allocating different percentages of your cash to different strategies, we can fine-tune your allocation to your current needs and your future goals.*

Why Us?

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Our Mission

Motley Fool Wealth Management ("Fool Wealth") was founded in 2014 with the goal of helping busy individuals and families outsource the work of Foolish stock picking and asset allocation to a team of experienced professionals, so that you can feel confident in your financial strategy and be free to take in all life has to offer.
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What is Foolish Investing?

Simply put, the Foolish investment approach seeks to invest in great businesses with strong growth prospects, then hold on to those positions for the long haul. These businesses have what we believe are easy-to-understand revenue models, clear competitive advantages, great management teams, strong corporate cultures, and long runways for growth.

Speak With a Planner

*We tailor our asset allocation recommendations for each client. However, our selection of individual securities is not personally tailored to client accounts. Rather, the individual securities purchased and sold for client accounts are based upon and track the holdings in our Model Portfolios which correspond to each strategy.

**AUM as of 10/07/2024

Motley Fool Wealth Management is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own. HOWEVER, REGISTRATION AS AN INVESTMENT ADVISOR DOES NOT IMPLY ANY LEVEL OF SKILL OR TRAINING. Access to Motley Fool Wealth Management is only available to clients pursuant to an Investment Advisory Agreement and acceptance of our Customer Relationship Summary and Brochure (Form ADV, Parts 2A and 2B). You are encouraged to read these documents carefully. All investments involve risk and may lose money. Motley Fool Wealth Management does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may not exactly match the performance of any of our Model Portfolios. Past performance is no guarantee of future results. Each Personal Portfolio is subject to an account minimum, which varies based on the strategies included in the portfolio. Motley Fool Wealth Management retains the right to revise or modify portfolios and strategies if it believes such modifications would be in the best interests of its clients.

During discussions with our Wealth Advisors, they may provide advice with respect to 401(k) and IRA rollovers into accounts that are managed by Motley Fool Wealth Management. Such recommendations pose potential conflicts of interest in that rolling retirement savings into a MFWM managed account will generate ongoing asset-based fees for Motley Fool Wealth Management that it would not otherwise receive.

Motley Fool Wealth Management, an affiliate of The Motley Fool, LLC (“TMF”), is a separate legal entity, and all financial planning advice and discretionary asset management services for our clients are made independently by the wealth advisors and asset managers at Motley Fool Wealth Management. No TMF analysts are involved in the investment decision making or daily operations of MFWM. Motley Fool Wealth Management does not attempt to track any TMF services.

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