# MONEYWISE INC

MONEYWISE INC of FOREST, VA is an SEC-registered investment adviser.

## Registration

- CRD: 105103
- Type: SEC-registered investment adviser
- SEC file number: 801-20812
- Location: 1563 CROSSINGS CENTRE DRIVE, SUITE 100, FOREST, VA, 24551-4744
- Phone: 434-316-9356
- Latest filing: 2026-02-06
- Regulatory AUM: $449.2M
- Discretionary AUM: $449.2M
- Clients: 10
- Accounts: 1,802

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Stuart Bruce James | VICE PRESIDENT | Brisbane, QLD, C3 |
| Joel Erik Bengds | VICE PRESIDENT | — |
| Justin Miles Victor | VICE PRESIDENT | — |
| Joseph Dixon Eskridge | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| HUFF RICK ALLEN | FOUNDER; PRESIDENT; VICE PRESIDENT COMMUNICATIONS | — |
| CARLTON BRIAN RAYMOND | VICE PRESIDENT; VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | — |
| BENGDS JOEL ERIK | VICE PRESIDENT; VICE PRESIDENT INVESTMENTS | — |
| VICTOR JUSTIN MILES | VICE PRESIDENT; VICE PRESIDENT OF PLANNING | — |
| ESKRIDGE JOSEPH DIXON | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105103/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105103/similar
- Related entities: https://search.stillhousedata.com/firm/105103/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105103

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.