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LIFEWISE WEALTH ADVISORS

CHAMPAIGN, IL · CRD 341748 · IAPD ↗ · lifewisewealth.com · 217 351 8755

$491.9MRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
October 2026 — LIFEWISE WEALTH ADVISORS notice-filed in FL, IN, MO, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
October 2026 — LIFEWISE WEALTH ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
July 2026 — LIFEWISE WEALTH ADVISORS (CHAMPAIGN, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.