Lifewise Wealth Advisors

Overview

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