Moneywise Inc

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Assets, Funds, Holdings

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Moneywise Inc
CRD #105103
SEC #801-20812
CIK #
AUM $245.1 MM (100% Disc, 100% US)
Employees8 (88% Investors, 0% Brokers)
Phone434-316-9356
Address1563 Crossings Centre Drive
Forest, VA 24551-4744
Source IAPDexternal Websiteexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SCHX 19.3
SCHM 15.8
SCHA 12.7
SCHF 11.4
SCHH 8.2
EFAV 6.5
IJH 5.7
MUB 4.8
IVV 4.5
IJR 4.0
View All
Holdings by Sector ($BB)
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Vennwell LLC
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Wisdom Financial Services LLC
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Avondale Wealth Management LLC
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Crowley Wealth Management Inc
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