$1.6B Total AUM
$1.6B Disc. AUM
-0.5% 3Y CAGR
39 Employees
3,922 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail and Institutional
- Platforms
- Element timber
- Established Date
- 02-11-2013
- Office Locations
- 3
Office Locations
2000 Duke Street Suite 300 Alexandria VA
555 17th Street Suite 675 Denver CO
-- Richmond VA
About Motley Fool Wealth Management, LLC
Motley Fool Wealth Management is an RIA providing financial and wealth planning, including portfolio construction and discretionary asset management, for individuals and families such as business owners, entrepreneurs, and retirees. Portfolios emphasize asset allocation and active management using ETFs and mutual funds, with Charles Schwab among key custodial partners. The firm has announced it will join Apollon Wealth Management.
Team overview
-- AVG AGE
$57.0M AVG AUM / ADVISOR
$406.8K AVG AUM / CLIENT
4.1 yrs AVG TENURE
39 Employees
28 Advisory Reps
18 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Pioneer Atlas frontier Timber Element optima Timber Meridian momentum Peak
Client Personas
Radial Peak legacy
CRM
Bridge
Custodian
Alpha matrix Unison frontier Optima Ridge Legacy focus Glacier Peak north Eagle radial Signal peak
Investment Themes
Delta zenith Wave Signal pioneer Ridge vector Vital momentum Capital
Investment Vehicles
Bridge quantum Zenith Vital pathway
Platform
Bridge
Services
Fusion Quantum ridge Catalyst Delta momentum Harbor ridge Summit unison Pathway optima Oak
Technology
Vector
Owner & Executives
A
Anthony Lynn Arsta
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
(914) 695-3630
bridge.radial@harborcapital.com
in linkedin.com/in/optima-foundation
Madison Reece Early
Director
- CRD
- #6566607
- Ownership
- Less than 5%
(327) 877-3655
foundation.oak@legacycapital.com
in linkedin.com/in/bridge-capital
V
Vertex foundation
Foundation delta
- CRD
- #43783
- Ownership
- 48.5%
(812) 461-5614
crest.frontier@meridiancapital.com
in linkedin.com/in/optima-vertex
Showing 2 of 5 owners & executives
Unlock allContacts
M
MICHAEL LAWRENCE LEICHTNER
Director
- CRD
- #4027941
(840) 533-9287
optima.fusion@quantumcapital.com
in linkedin.com/in/horizon-quantum
Showing 1 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,595,324,821 | $755,362 |
| Non-Discretionary | $0 | -- |
| Total | $1,595,324,821 | $755,362 |
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Separately Managed Accounts
Total SMA Asset: $1,595,324,821
Equity - Exchange:
35.4% Public Funds:
37.5% Equity - OTC:
7.9% Cash:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $390,396,022 | 35.4% |
| Public Funds | $413,555,108 | 37.5% |
| Equity - OTC | $87,122,276 | 7.9% |
| Cash | $211,740,216 | 19.2% |
| Total | $1,102,813,622 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT VITAL | SUMMIT FRONTIER | EGX143L13 | PSLKM | 8.22% | $69,186,124 |
| MERIDIAN PEAK | BEACON RIDGE | 0JRRTLJMB | GAI | 9.30% | $34,593,877 |
| BRIDGE EMBER | OAK ATLAS | 6648G3LS7 | INYC | 2.95% | $55,414,251 |
| NORTH CAPITAL | ELEMENT VALUE | XE73H182Q | CSURW | 2.10% | $99,694,532 |
| EMBER PEAK OAK | LEGACY QUANTUM | HKR2GNHM2 | BQH | 6.50% | $72,193,596 |
| PIONEER HORIZON | UNISON HARBOR | 3IZ2WMA9R | KYV | 8.29% | $97,496,183 |
| GLACIER PRIME FOCUS | LEGACY CATALYST | 731P03IYY | TVZGM | 7.96% | $17,343,609 |
| INSIGHT CREST INSIGHT | HARBOR ATLAS | ACUKYKSUL | XFD | 2.64% | $4,339,753 |