Moneywise Inc
- Regulatory AUM
- $449M
- Discretionary
- $449M
- Clients
- 462
- Avg AUM / client
- $972K
- Accounts
- 1,802
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Feb 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 207 | $97.5M | 21.7% |
| High net worth individuals | 169 | $322M | 71.7% |
| Pension and profit sharing plans | 70 | $28.6M | 6.37% |
| Charitable organizations | 16 | $976K | 0.22% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel Erik Bengds | Vice President | CFP | Feb 2006 (20y) | 25% – 50% |
| Justin Miles Victor | Vice President | CFP | Aug 2008 (18y) | 25% – 50% |
| Joseph Dixon Eskridge | President / Chief Compliance Officer | CFP CFA | Mar 2012 (14y) | 25% – 50% |
| Emily Lynn Eshleman | Registered representative | CFP | Jan 2018 (9y) | |
| Brian Scott Devers | Registered representative | CFP Personal Financial Specialist | Feb 2018 (8y) | |
| Stacie Leann Rhodes | Registered representative | CFP | Mar 2019 (7y) | |
| Madison Mark Lorentzen | Registered representative | CFP | Jun 2021 (5y) | |
| Aiden Joel Erik Bengds | Registered representative | Aug 2024 (2y) | ||
| Ryan Christopher Briley | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/06/2026 | 962 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Axos Clearing $331M (74% of AUM) Feb 2026
- Fidelity Institutional $66.8M (19% of AUM) Jan 2024
- Charles Schwab & Co. $59.2M (13% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.
View current Form ADV (SEC/IAPD) ↗