Moneywise Financial Advisors

Moneywise Financial Advisors (CRD# 157446) is a financial advisory firm headquartered in Cupertino, CA. They manage $10,200,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $242,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Moneywise Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Joanna T. Nowak
CRD#: 5932479
Cupertino, CA 95014
100
Wealthminder
score
Joanna Nowak (CRD# 5932479) is an Investment Advisor Representative working at Moneywise Financial Advisors in Cupertino, CA and has over 5 years of experience in the finance industry.
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