Lifewise Wealth Advisors

RIASEC Registered
Total AUM
$492M
Discretionary
$488M
99% of AUM
Avg account
$438K
Accounts
1,123
Employees
8
Advisory reps
7

Firm details

Headquarters
Champaign, Illinois
CRD number
341748
Registered since
June 18, 2026
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI78.45%
  • Individuals20.73%
  • Pension & Profit Sharing Plans0.82%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 71%, Exchange Traded Equities 23%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%, Other 1%71%
  • Public Funds/Mutual Funds71%
  • Exchange Traded Equities23%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Caleb Smoes

    Caleb Smoes

    Chief Executive Officer and Wealth AdvisorCRD 5968483

  • Lonny Elfenbein

    Lonny Elfenbein

    Chief Compliance OfficerCRD 2937038

Contacts

3 of 5
  • John Kennedy

    John Kennedy

    Managing PartnerCRD 6866166

  • Andrew Mcdowell

    Andrew Mcdowell

    PartnerCRD 6453917

  • John Foley

    John Foley

    Founding PartnerCRD 1287148

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth