Lifewise Wealth Advisors
Firm details
- Headquarters
- Champaign, Illinois
- CRD number
- 341748
- Registered since
- June 18, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lifewise Wealth Advisors is an individual-owned LLC that registered with the SEC in 2026 and presents itself as a capital allocator. The firm offers traditional advisory services including financial planning and portfolio management for individuals, small businesses and institutional clients. Their stated capabilities also include pension consulting services and the selection of other advisers, and they charge clients via a mix of percentage-of-assets and fixed-fee arrangements. The dataset flags Lifewise as a newly formed, single-state adviser and indicates it does not self-identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Julie Wagner
Chief Compliance OfficerCRD 2741955
Contacts
3 of 4
Andrew Mcdowell
Certified Financial PlannerCRD 6453917
Caleb Smoes
Wealth Advisor, PartnerCRD 5968483
John Foley
Certified Financial PlannerCRD 1287148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Champaign, IL
Champaign
Location
Champaign, IL
Headquartered in Champaign, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Champaign
- Address
- 2911 Crossing Ct
- Time zone
- CT (UTC-6)
- Office locations
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