MONEYWISE FINANCIAL ADVISORS

NOWAK, JOANNA T.

CRD 157446

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$42.4M

Discretionary AUM

$42.4M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-10

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Type	Clients	AUM
High net worth individuals	9	$38.4M

Official SEC filing: View on IAPD