About Moneywise Wealth Management

Moneywise Wealth Management is a Financial Service company, headquartered in Bakersfield, with 51 - 200 employees and annual revenue of $5M - $20M.

We, Moneywise Wealth Management | "The Moneywise Guys" podcast, are an independently owned, fee-based financial + investment advisory firm that is rooted in Bakersfield, CA, and partners with incredible clients from all walks of life and who live all over the country. We specialize in a down-to-eart...

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Moneywise Wealth Management Company Highlights

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Phone Number

(661) 847-xxxx

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Corporate Office Address

8700 Stockdale Highway
Bakersfield, 93311

Industries Served

Financial Service

Number of Employees

51 - 200 Employees

Company Revenue

$5M - $20M

Moneywise Wealth Management Email Format

The most common Moneywise Wealth Management email format is [first] (ex. john@moneywiseguys.com), currently being used by 96% of Moneywise Wealth Management business email addresses. There are 4 email formats used by Moneywise Wealth Management.

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Moneywise Wealth Management Org

Moneywise Wealth Management has 1 C-Level, 4 Director, 2 Senior, 4 Mid-Level, and 6 Other employees.

Moneywise Wealth Management Decision Makers

  • CEOSherod Waite

Moneywise Wealth Management's Tech Stack

AccessiBe
Amazon S3
Amazon Web Services
Apache

Frequently Asked Questions About
Moneywise Wealth Management

FAQs

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Who is the CEO of Moneywise Wealth Management?

The CEO of Moneywise Wealth Management is Sherod Waite. See full contact details  ›

How many senior employees does Moneywise Wealth Management have?

Moneywise Wealth Management has 7 senior employees that are typically used for decision making.

What email format does Moneywise Wealth Management use?

The most common Moneywise Wealth Management email format is {first} (e.g. john@moneywiseguys.com).

Who are the key decision makers at Moneywise Wealth Management?

Key decision makers at Moneywise Wealth Management include Sherod Waite (CEO). See full contact details  ›

What technologies does Moneywise Wealth Management use?

Moneywise Wealth Management uses technologies including AccessiBe, Amazon S3, and Apache HTTP Server.

How do I contact Moneywise Wealth Management?

To contact Moneywise Wealth Management, visit moneywiseguys.com.

What companies are similar to Moneywise Wealth Management?

Companies similar to Moneywise Wealth Management include AllianceBernstein, Ares Management Corporation, and CCM.

Where is Moneywise Wealth Management headquartered?

Moneywise Wealth Management is headquartered at 8700 Stockdale Highway, Bakersfield.

What is the main phone number for Moneywise Wealth Management?

The main phone number for Moneywise Wealth Management is (661) 847-xxxx.

What is the official website for Moneywise Wealth Management?

The official website for Moneywise Wealth Management is moneywiseguys.com.

What is the annual revenue of Moneywise Wealth Management?

The annual revenue of Moneywise Wealth Management is $5M - $20M.

How many employees does Moneywise Wealth Management have?

Moneywise Wealth Management has 51 - 200 employees.

What industry is Moneywise Wealth Management in?

Moneywise Wealth Management is in the Financial Service industry.

Last updated: November 4, 2025

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