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| Keyboard |
| Moneywise Inc
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|
|---|---|
| CRD # | 105103 |
| SEC # | 801-20812 |
| CIK # | 0001703080 |
| AUM | 449.2 M (2026-02-06) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 434-316-9356 |
| Address | 1563 Crossings Centre Drive Forest, VA 24551-4744 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 97.5 |
| (b) Individuals (high net worth individuals) | 169 | 322.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 70 | 28.6 |
| (h) Charitable organizations | 16 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,802 | 449.2 |
| By Discretionary | ||
| Discretionary | 1,802 | 449.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,802 | 449.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 449.2 | |
| Total | 1,802 | 449.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001703080] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
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