MONEYWISE, INC.

MONEYWISE, INC. of LEXINGTON, KY is an SEC-registered investment adviser (CRD 145043). Regulatory assets under management: $40.4M.

Registration

• CRD: 145043
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145043 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search