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MONEYWISE INC, CRD 105103
FOREST, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENGDS, JOEL, ERIK | VICE PRESIDENT | C | yes | 07/2007 | Mar 21, 2012 | Jan 23, 2024 |
| ESKRIDGE, JOSEPH, DIXON | PRESIDENT / CHIEF COMPLIANCE OFFICER | C | yes | 07/2012 | Apr 2, 2013 | Jan 23, 2024 |
| VICTOR, JUSTIN, MILES | VICE PRESIDENT | C | yes | 07/2012 | Apr 2, 2013 | Jan 23, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 6, 2026 | $449M | $449M | 10 | 9 | 0 | n/a | n/a |
| 2024 | Jan 29, 2025 | $410M | $410M | 9 | 9 | 0 | n/a | n/a |
| 2023 | Jan 23, 2024 | $358M | $358M | 8 | 8 | 0 | n/a | n/a |
| 2022 | Jan 24, 2023 | $304M | $304M | 8 | 8 | 0 | n/a | n/a |
| 2021 | Feb 8, 2022 | $357M | $357M | 8 | 8 | 0 | n/a | n/a |
| 2020 | Jan 14, 2021 | $325M | $325M | 9 | 7 | 0 | n/a | n/a |
| 2019 | Feb 18, 2020 | $292M | $292M | 8 | 8 | 0 | n/a | n/a |
| 2018 | Jan 24, 2019 | $245M | $245M | 8 | 7 | 0 | n/a | n/a |
| 2017 | Mar 30, 2018 | $250M | $250M | 8 | 7 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $196M | $196M | 8 | 7 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $181M | $181M | 8 | 7 | n/a | n/a | n/a |
| 2014 | Mar 26, 2015 | $193M | $193M | 7 | 2 | n/a | n/a | n/a |
| 2013 | Mar 18, 2014 | $176M | $176M | 8 | 3 | n/a | n/a | n/a |
| 2012 | Apr 2, 2013 | $147M | $147M | 8 | 3 | n/a | n/a | n/a |
| 2011 | Mar 21, 2012 | $140M | $140M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $449M | $410M | 9.6% | $304M | 13.9% | 10 | 9 | 0 | 0 |