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Derek Blake Newman

MOTLEY FOOL WEALTH MANAGEMENT, LLC·ALEXANDRIA, Virginia
Unclaimed Profile
2000 DUKE STREET, ALEXANDRIA, VA 22314CRD# 5843774Firm CRD# 165689
01

About

Derek Blake Newman is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with MOTLEY FOOL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MOTLEY FOOL WEALTH MANAGEMENT, LLC
MOTLEY FOOL WEALTH MANAGEMENT, LLC
AUM
$2.2B
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at MOTLEY FOOL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PUBLISHER PROVIDES PER-CLIENT PAYMENT FOR NEWSLETTER SUBSCRIBERS
Regulatory
SEC/IARD CRD# 5843774
Firm CRD# 165689
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek Blake Newman offer?
Derek Blake Newman specializes in Financial Planning, Investment Management. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Derek Blake Newman's credentials?
Derek Blake Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Blake Newman located?
Derek Blake Newman is based in ALEXANDRIA, Virginia, working with MOTLEY FOOL WEALTH MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Derek Blake Newman charge for services?
Derek Blake Newman's firm is compensated through percentage of aum, subscription fees, other: publisher provides per-client payment for newsletter subscribers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOTLEY FOOL WEALTH MANAGEMENT, LLC?
MOTLEY FOOL WEALTH MANAGEMENT, LLC has approximately 52 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALEXANDRIA
Thomas Murphy Gardner — MOTLEY FOOL VENTURES MANAGEMENT LLCPeter Ellison Jacobstein — MOTLEY FOOL ASSET MANAGEMENT, LLCSaurabha Indravadan Shah — X-10 CAPITAL MANAGEMENT LLCRobert Francis Brokamp — MOTLEY FOOL FINANCIAL PLANNING, LLCLawrence T Greenberg — MOTLEY FOOL VENTURES MANAGEMENT LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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