# MONEYWISE, INC.

MONEYWISE, INC. of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 145043
- Type: SEC-registered investment adviser
- Location: 836 EUCLID AVENUE, LEXINGTON, KY, 40502
- Phone: 859-266-3207
- Latest filing: 2026-03-30
- Regulatory AUM: $40.4M
- Discretionary AUM: $40.4M
- Clients: 1
- Accounts: 146

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145043/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145043/similar
- Related entities: https://search.stillhousedata.com/firm/145043/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145043

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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.