# 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.

- CRD: 304753
- Filed as: WISE MONEY ISRAEL
- Legal name: Wise Money Israel Ltd.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Binyamina, Israel
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304753
- AdvisorCensus page: https://advisorcensus.com/firm/wise-money-israel-binyamina-304753

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Asset-based fee: 1.15% to 2% a year (a range, as the brochure states it)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- Israel Brokerage and Investment I.B.I. Trade Ltd
- Meitav Trade

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.

### Regulatory assets under management (Item 5.F)
- Total: $94,939,567
- Discretionary: $89,980,469
- Non-discretionary: $4,959,098

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $37,181,569 |
| High net worth individuals | 34 | $43,002,640 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $12,221,219 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $2,534,139 |
| Other | 0 | Not reported |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, LA, MO, NC, NE, OH, PA, SC, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wisemoneyisrael.com
- Facebook @WiseMoneyIsrael
- LinkedIn @wise-money-israel
- X @wisemoneyisrael
- YouTube @wisemoneyisrael

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wise Money Israel (CRD 304753): Form ADV filing data as of October 2026.