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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 08-15-2011
- Office Locations
- 1
Office Locations
About Moneywise Financial Advisors
MoneyWise Financial Advisors is an independent Portland, OR RIA providing holistic financial planning and portfolio management, including estate planning, insurance, and business-succession guidance for individuals and families. Portfolios lean heavily on ETFs alongside cash and government bonds. The firm has published thought leadership such as a “Closing the Gender Gap” planning whitepaper featured by HuffPost.
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Owner & Executives
JOANNA T. NOWAK
Chief Compliance Officer, Financial Advisor, General Partner, Owner, PRINCIPAL
- CRD
- #5932479
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,434,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,434,726 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,434,726
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $969,289,538 | 23.5% |
| Cash | $499,080,996 | 12.1% |
| U.S. Government/Agency | $1,373,503,899 | 33.3% |
| Municipal Bonds | $1,282,761,900 | 31.1% |
| Total | $4,124,636,333 | 100.0% |