Overview
Assets Under Management: $410 million
Headquarters: FOREST, VA
High-Net-Worth Clients: 168
Average Client Assets: $2 million
Frequently Asked Questions
MONEYWISE INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105103), MONEYWISE INC is subject to fiduciary duty under federal law.
MONEYWISE INC is headquartered in FOREST, VA.
MONEYWISE INC serves 168 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, MONEYWISE INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
MONEYWISE INC manages $410 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, MONEYWISE INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 168
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,809
Discretionary Accounts: 1,809
Regulatory Filings
CRD Number: 105103
Last Filing Date: 2025-01-29 00:00:00
Website: https://hscwa.com