# Lifewise Wealth Advisors

Lifewise Wealth Advisors is a Registered Investment Adviser based in Champaign, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Champaign, United States
- **Region:** North America
- **Address:** Champaign, IL, United States
- **Assets under management:** $491.9M regulatory AUM (Form ADV, September 2026)

## Regulatory record

- **CRD number:** 341748
- **SEC file number:** 801-136469
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-09-11
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-15T01:26:50.120Z

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