| 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 |
Moneywise Inc reports $449.2 million in regulatory assets under management on its Form ADV.
Moneywise Inc reports 10 employees.
Moneywise Inc is based in Forest, VA and has been SEC-registered since 1984.
Moneywise Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $449.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $449.2M |