{
  "crd_number": 341748,
  "slug": "lifewise-wealth-advisors-champaign-il-341748",
  "primary_business_name": "LIFEWISE WEALTH ADVISORS",
  "legal_name": "CENTRAL ILLINOIS GROUP, LLC",
  "dbas": [],
  "city": "Champaign",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16580",
  "metro": {
    "cbsa_code": "16580",
    "common_name": "Champaign",
    "msa_name": "Champaign-Urbana, IL",
    "path": "/advisors/il/champaign"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-18",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-11",
  "carried_forward": false,
  "raum_total": 491909807.0,
  "raum_discretionary": 487884597.0,
  "raum_non_discretionary": 4025210.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 101987280.0,
      "count": 300
    },
    "pension_profit_sharing": {
      "raum": 4025210.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 385897317.0,
      "count": 133
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "IN",
    "MO",
    "TX"
  ],
  "websites": [
    "https://lifewisewealth.com",
    "https://linkedin.com/company/lifewise-wealth-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341748",
  "city_as_filed": "CHAMPAIGN",
  "url": "https://advisorcensus.com/firm/lifewise-wealth-advisors-champaign-il-341748",
  "display_name": "Lifewise Wealth Advisors",
  "summary": "Lifewise Wealth Advisors is an SEC-registered investment advisory firm in Champaign, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.",
  "citation": "AdvisorCensus. Lifewise Wealth Advisors (CRD 341748): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Lifewise Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifewise Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Lifewise Wealth Advisors located?",
      "a": "Lifewise Wealth Advisors' principal office is in Champaign, IL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Lifewise Wealth Advisors registered with the SEC or a state?",
      "a": "Lifewise Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341748."
    },
    {
      "q": "How much does Lifewise Wealth Advisors manage?",
      "a": "Lifewise Wealth Advisors reports $491,909,807 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Lifewise Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (133)."
    },
    {
      "q": "Does Lifewise Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341748"
    },
    {
      "q": "Does Lifewise Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 12, 2026 says: \"LifeWise does not impose a minimum portfolio size or a minimum initial investment to open an account.\""
    },
    {
      "q": "What changed in Lifewise Wealth Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $0 to $491,909,807. Registered or notice-filed in FL, IN, MO, TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $0 to $491,909,807.",
        "Registered or notice-filed in FL, IN, MO, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 12, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "LifeWise does not impose a minimum portfolio size or a minimum initial investment to open an account."
        ]
      }
    ],
    "quotes": [
      "LifeWise does not impose a minimum portfolio size or a minimum initial investment to open an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lifewise-wealth-advisors-champaign-il-341748.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 300,
      "fewer_than_5": false,
      "raum": 101987280.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 133,
      "fewer_than_5": false,
      "raum": 385897317.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4025210.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341748",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}