LIFEWISE WEALTH ADVISORS
  • LIFEWISE WEALTH ADVISORS
  • CENTRAL ILLINOIS GROUP, LLC

Adviser Profile

As of Date 09/11/2026
Registration SEC, 120-Day Approval, 06/18/2026
ADV Location CHAMPAIGN, IL, United States
Contact Info 217 xxxxxxx
Websites
AUM* 491,909,807
of that, discretionary 487,884,597
Number of Employees 8
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 438,032
% High Net Worth 30.43%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees