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Lifewise Wealth Advisors
Lifewise Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 341748, SEC file 801-136469), with its...
Overview
Lifewise Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 341748, SEC file 801-136469), with its main office in Champaign, Illinois. Its Form ADV filed on 11 September 2026 reports $491.9M in regulatory assets under management across 1,123 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$491.9M regulatory AUM (Form ADV, September 2026)
Location
Region
North America
Country
United States
City
Champaign
Corporate office
Champaign, IL, United States
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