MONEYWISE INC
Legal name: HSC WEALTH ADVISORS
CRD #105103 SEC #801-20812 FOREST, VA 434-316-9356
SEC Registered
Total AUM
$410M
Discretionary
$410M
Employees
9
Clients
0
Accounts
1,809
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $410M | $410M | $0 | 9 | 0 |
| Jan 2024 | $358.1M | $358.1M | $0 | 8 | 0 |
| Mar 2023 | $303.7M | $303.7M | $0 | 8 | 0 |
| Jan 2023 | $303.7M | $303.7M | $0 | 8 | 0 |
| Feb 2022 | $356.5M | $356.5M | $0 | 8 | 0 |
| Feb 2022 | $356.5M | $356.5M | $0 | 8 | 0 |
| Jan 2022 | $324.8M | $324.8M | $0 | 9 | 0 |
| Jan 2021 | $324.8M | $324.8M | $0 | 9 | 0 |
| Jun 2020 | $292.1M | $292.1M | $0 | 8 | 0 |
| May 2020 | $292.1M | $292.1M | $0 | 8 | 0 |
| May 2020 | $292.1M | $292.1M | $0 | 8 | 0 |
| Apr 2020 | $292.1M | $292.1M | $0 | 8 | 0 |
| Feb 2020 | $292.1M | $292.1M | $0 | 8 | 0 |
| Mar 2019 | $245.1M | $245.1M | $0 | 8 | 0 |
| Feb 2019 | $245.1M | $245.1M | $0 | 8 | 0 |
| Jan 2019 | $245.1M | $245.1M | $0 | 8 | 0 |
| Nov 2018 | $250.3M | $250.3M | $0 | 8 | 0 |
| Aug 2018 | $250.3M | $250.3M | $0 | 8 | 0 |
| May 2018 | $250.3M | $250.3M | $0 | 8 | 0 |
| Mar 2018 | $250.3M | $250.3M | $0 | 8 | 0 |
| Mar 2017 | $195.5M | $195.5M | $0 | 8 | 303 |
| Mar 2016 | $180.9M | $180.9M | $0 | 8 | 329 |
| Mar 2015 | $193M | $193M | $0 | 7 | 200 |
| Mar 2014 | $175.6M | $175.6M | $0 | 8 | 200 |
| Jul 2013 | $147M | $147M | $0 | 8 | 220 |
| Apr 2013 | $147M | $147M | $0 | 8 | 220 |
| Apr 2013 | $147M | $147M | $0 | 8 | 220 |
| Mar 2012 | $140.1M | $140.1M | $0 | 6 | 200 |
| Mar 2009 | $72.2M | $72.2M | $0 | 10 | -- |
| Mar 2007 | $117.5M | $0 | $117.5M | 5 | -- |
| Sep 2005 | $91.3M | $91.3M | $0 | 5 | -- |
DateJan 2025
Total AUM$410M
Discretionary$410M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$358.1M
Discretionary$358.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$356.5M
Discretionary$356.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$356.5M
Discretionary$356.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$324.8M
Discretionary$324.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$324.8M
Discretionary$324.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$292.1M
Discretionary$292.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$292.1M
Discretionary$292.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$292.1M
Discretionary$292.1M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$292.1M
Discretionary$292.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$292.1M
Discretionary$292.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$245.1M
Discretionary$245.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$245.1M
Discretionary$245.1M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$245.1M
Discretionary$245.1M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$250.3M
Discretionary$250.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees8
Clients303
DateMar 2016
Total AUM$180.9M
Discretionary$180.9M
Non-Disc.$0
Employees8
Clients329
DateMar 2015
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$175.6M
Discretionary$175.6M
Non-Disc.$0
Employees8
Clients200
DateJul 2013
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees8
Clients220
DateApr 2013
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees8
Clients220
DateApr 2013
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees8
Clients220
DateMar 2012
Total AUM$140.1M
Discretionary$140.1M
Non-Disc.$0
Employees6
Clients200
DateMar 2009
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$117.5M
Discretionary$0
Non-Disc.$117.5M
Employees5
Clients--
DateSep 2005
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees5
Clients--