AdvisorCensus / Financial advisors / Wise Money Israel
Wise Money Israel is an SEC-registered investment advisory firm in Binyamina, Israel, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.
Quick answers
From the filingHow is Wise Money Israel compensated?
On its Form ADV (Item 5.E, October 2026), Wise Money Israel reports these compensation arrangements: a percentage of assets under its management.
How much does Wise Money Israel charge?
Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: 1.15% to 2% a year (a range, as the brochure states it); Flat fee: $90 (data report for tax preparation service). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wise Money Israel located?
Wise Money Israel's principal office is in Binyamina, Israel, according to its Form ADV.
Is Wise Money Israel registered with the SEC or a state?
Wise Money Israel is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304753.
How much does Wise Money Israel manage?
Wise Money Israel reports $94,939,567 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (95% discretionary).
What types of clients does Wise Money Israel serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (34).
Which custodians does Wise Money Israel use?
Wise Money Israel's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC, Israel Brokerage and Investment I.B.I. Trade Ltd and Meitav Trade as custodians holding 10% or more of its separately managed account assets.
Does Wise Money Israel 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/304753
Does Wise Money Israel state an account minimum?
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Wise Money Israel generally requires a minimum account balance of $50,000 for our Premium Account services." "However, Wise Money Israel in its sole discretion may waive or lower our minimum account balance requirement based on various criteria."
What changed in Wise Money Israel's recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in MO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.15% to 2% a year (a range, as the brochure states it)
The brochure's wording
Our annual fee ranges from 1.15% to 2.00% based on the client’s assets under management (“AUM”) as valued by the custodian.
Account minimum: $50,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Wise Money Israel generally requires a minimum account balance of $50,000 for our Premium Account services.
However, Wise Money Israel in its sole discretion may waive or lower our minimum account balance requirement based on various criteria.
Flat fee: $90 (data report for tax preparation service)
The brochure's wording
charges a flat fee of $90 for this tax preparation service. This fee for our data report for tax preparation service is billed separately as unique service
As stated in the firm's Form ADV Part 2A brochure dated March 6, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$94,939,567 as of October 2026, filing dated July 16, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Wise Money Israel Ltd.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
13 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in MO.
- July 2026
- Registered or notice-filed in LA, NC, OH, WA.
- April 2026
- Regulatory assets under management went from $72,399,447 to $94,939,567 (+31%).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wise Money Israel (CRD 304753): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wise-money-israel-binyamina-304753