Moneywatch Advisors, Inc.
Moneywatch Advisors, Inc. is an SEC-registered mass-market adviser in Lexington, KY with $329.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Moneywatch Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107337, SEC 801-26952, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $329.7M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, KY
- Employees
- 6
- Clients
- 384
- CRD
- 107337
- Ownership
- BOVA, ROBERT, JAMES; BOVA, RAMSEY, PIERSE; Byars, Stephen
How much AUM does Moneywatch Advisors, Inc. have?
Moneywatch Advisors, Inc. reported $329.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Moneywatch Advisors, Inc.?
Disclosed owners and executives of Moneywatch Advisors, Inc. include BOVA, ROBERT, JAMES, BOVA, RAMSEY, PIERSE, Byars, Stephen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.