Moneywise Inc
Legal Name: MONEYWISE INC
1563 CROSSINGS CENTRE DRIVE, SUITE 100, FOREST, VA
Full Contact Details
Other Info
Moneywise Inc is legally known as MONEYWISE INC. It is a VA Corporation. This firm has 8 employees, of which 7 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 16, 1984.
Direct Owners
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JOEL ERIK BENGDS
VICE PRESIDENT owns more than 25% but less than 50%
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JOSEPH DIXON ESKRIDGE
PRESIDENT / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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JUSTIN MILES VICTOR
VICE PRESIDENT owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 17, 2019
- SCHWAB STRATEGIC TR $20,186k
- SCHWAB STRATEGIC TR US SML CAP ETF $13,469k
- SCHWAB STRATEGIC TR US MID-CAP ETF $12,887k
- SCHWAB STRATEGIC TR $10,004k
- INVESCO EXCHNG TRADED FD TR $7,877k
- SCHWAB STRATEGIC TR US REIT ETF $7,482k
- ISHARES TR MIN VOL EAFE ETF $6,670k
- INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW $6,346k
- INVESCO EXCHNG TRADED FD TR $6,009k
- ISHARES TR CORE S&P500 ETF $4,507k