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MONEYWISE, INC.
CRD 145043
836 EUCLID AVENUE, #318, LEXINGTON, KY, 40502, United States
Phone
859-266-3207
Fax
859-721-1419
Registration
— (—)
Source
State registered
Total AUM
$40.4M
Discretionary AUM
$40.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $11.3M |
| High net worth individuals | 17 | $29.1M |
All web addresses on file
Official SEC filing: View on IAPD