MONEYWISE FINANCIAL ADVISORS

MONEYWISE FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 157446). Regulatory assets under management: $42.4M.

Registration

• CRD: 157446
• Type: Registered investment adviser
• Phone: 408-219-1273
• Latest filing: 2026-03-10
• Regulatory AUM: $42.4M
• Discretionary AUM: $42.4M
• Clients: 1
• Accounts: 61

Business model

Compensation: % of AUM.

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 157446 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search