# Lifewise Wealth Advisors

> 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.

- CRD: 341748
- Filed as: LIFEWISE WEALTH ADVISORS
- Legal name: Central Illinois Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Champaign, IL
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341748
- AdvisorCensus page: https://advisorcensus.com/firm/lifewise-wealth-advisors-champaign-il-341748

## Quick answers

**How is Lifewise Wealth Advisors compensated?**
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).

**How much does Lifewise Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated May 12, 2026 states: Flat fee: up to $50,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lifewise Wealth Advisors located?**
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).

**Is Lifewise Wealth Advisors registered with the SEC or a state?**
Lifewise Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341748.

**How much does Lifewise Wealth Advisors manage?**
Lifewise Wealth Advisors reports $491,909,807 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (99% discretionary).

**What types of clients does Lifewise Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (133).

**Does Lifewise Wealth Advisors report any disciplinary disclosures?**
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

**Does Lifewise Wealth Advisors state an account minimum?**
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."

**What changed in Lifewise Wealth Advisors' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 12, 2026)

- Account minimum: None

> LifeWise does not impose a minimum portfolio size or a minimum initial investment to open an account.

- Flat fee: up to $50,000 (financial planning services)

> Clients receiving financial planning services only and investment management services clients subject to a financial planning services fee are charged a fixed fee ranging up to $50,000, depending upon the complexity of the services provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $491,909,807
- Discretionary: $487,884,597
- Non-discretionary: $4,025,210

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 300 | $101,987,280 |
| High net worth individuals | 133 | $385,897,317 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,025,210 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bethany, IL

### Websites listed on Form ADV (Item 1.I)
- lifewisewealth.com
- LinkedIn @lifewise-wealth-advisors

## Changes in the filing (last 12 months)

### October 2026
- 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).

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifewise Wealth Advisors (CRD 341748): Form ADV filing data as of October 2026.