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HSC WEALTH ADVISORS
MONEYWISE INC
CRD 105103 · SEC 801-20812
1563 CROSSINGS CENTRE DRIVE, SUITE 100, FOREST, VA, 24551-4744, United States
Phone
434-316-9356
Fax
855-692-1471
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$449.2M
Discretionary AUM
$449.2M
Team
10 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 207 | $97.5M |
| High net worth individuals | 169 | $322.1M |
| Pension/profit sharing plans | 70 | $28.6M |
| Charitable organizations | 16 | $976K |
States served
DE, ME, NE, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD