Moneywise Inc
● SEC registered since 1984CRD 105103SEC# 801-20812Forest, VA
Reg. AUM
$449.2M
Employees
10
Accounts
1,802
Location
Forest, VA
Moneywise Inc assets under management
Moneywise Inc is a registered investment adviser overseen by the SEC based in Forest, VA. The firm has been registered since 1984. It reports $449.2 million in regulatory assets under management and employs 10 people.
Moneywise Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel Erik Bengds Control | Vice President | 25-50% | 2007 |
| Joseph Dixon Eskridge Control | President / Chief Compliance Officer | 25-50% | 2012 |
| Justin Miles Victor Control | Vice President | 25-50% | 2012 |
Frequently asked questions
How much does Moneywise Inc manage?
Moneywise Inc reports $449.2 million in regulatory assets under management on its Form ADV.
How many employees does Moneywise Inc have?
Moneywise Inc reports 10 employees.
Where is Moneywise Inc located?
Moneywise Inc is based in Forest, VA and has been SEC-registered since 1984.
Does Moneywise Inc disclose fund performance?
Moneywise Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1563 Crossings Centre Drive, Suite 100, Forest, VA 24551-4744 |
| Phone | 434-316-9356 |
| Fax | 855-692-1471 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$449.2M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$449.2Mregulatory AUM
Discretionary $449.2M