Lifewise Wealth Advisors

Overview

Lifewise Wealth Advisors is an independent, individual-owned registered investment adviser that positions itself as a capital allocator for private clients. According to the firm snapshot, it became SEC-registered in 2026 and serves primarily individuals and families. Its fee arrangements combine percentage-of-AUM billing with fixed fees. The advisory platform centers on financial planning and discretionary portfolio management across individual and small-business clients, with capability to manage portfolios for businesses or institutional clients as well. The firm also lists pension consulting services and the selection of other advisers among its advisory activities. Lifewise is not marked as an active ESG investor and is not described as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives