{
  "crd_number": 304753,
  "slug": "wise-money-israel-binyamina-304753",
  "primary_business_name": "WISE MONEY ISRAEL",
  "legal_name": "WISE MONEY ISRAEL LTD.",
  "dbas": [],
  "city": "Binyamina",
  "state": null,
  "country": "Israel",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 94939567.0,
  "raum_discretionary": 89980469.0,
  "raum_non_discretionary": 4959098.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": 12221219.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 37181569.0,
      "count": 141
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 43002640.0,
      "count": 34
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 2534139.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "LA",
    "MO",
    "NC",
    "NE",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/WiseMoneyIsrael",
    "https://linkedin.com/company/wise-money-israel",
    "https://twitter.com/wisemoneyisrael",
    "https://wisemoneyisrael.com",
    "https://youtube.com/wisemoneyisrael"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304753",
  "city_as_filed": "BINYAMINA",
  "url": "https://advisorcensus.com/firm/wise-money-israel-binyamina-304753",
  "display_name": "Wise Money Israel",
  "summary": "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.",
  "citation": "AdvisorCensus. Wise Money Israel (CRD 304753): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Wise Money Israel compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wise Money Israel reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Wise Money Israel charge?",
      "a": "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."
    },
    {
      "q": "Where is Wise Money Israel located?",
      "a": "Wise Money Israel's principal office is in Binyamina, Israel, according to its Form ADV."
    },
    {
      "q": "Is Wise Money Israel registered with the SEC or a state?",
      "a": "Wise Money Israel is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304753."
    },
    {
      "q": "How much does Wise Money Israel manage?",
      "a": "Wise Money Israel reports $94,939,567 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (95% discretionary)."
    },
    {
      "q": "What types of clients does Wise Money Israel serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (34)."
    },
    {
      "q": "Which custodians does Wise Money Israel use?",
      "a": "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."
    },
    {
      "q": "Does Wise Money Israel 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/304753"
    },
    {
      "q": "Does Wise Money Israel state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Wise Money Israel's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in MO."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in MO."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in LA, NC, OH, WA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $72,399,447 to $94,939,567 (+31%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1.15% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $90 (data report for tax preparation service)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.15% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual fee ranges from 1.15% to 2.00% based on the client’s assets under management (“AUM”) as valued by the custodian."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $90 (data report for tax preparation service)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.15,
        2.0
      ],
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 90.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "data report for tax preparation service"
        }
      ]
    },
    "quotes": [
      "Our annual fee ranges from 1.15% to 2.00% based on the client’s assets under management (“AUM”) as valued by the custodian.",
      "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.",
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "Israel Brokerage and Investment I.B.I. Trade Ltd",
      "name_as_filed": "ISRAEL BROKERAGE AND INVESTMENT I.B.I. TRADE LTD",
      "affiliated": false
    },
    {
      "name": "Meitav Trade",
      "name_as_filed": "MEITAV TRADE",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wise-money-israel-binyamina-304753.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 141,
      "fewer_than_5": false,
      "raum": 37181569.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 34,
      "fewer_than_5": false,
      "raum": 43002640.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 12221219.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2534139.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "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/304753",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}