Firm profile

Lifewise Wealth Advisors

CHAMPAIGN, ILCRD 341748Registration Status: ApprovedEffective since June 18, 2026SEC # 801-136469Latest ADV September 11, 2026

Lifewise Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Champaign, IL. Its latest Form ADV filing, dated September 11, 2026, reports $492M in regulatory assets under management, 8 employees, 2 offices, and 1,123 accounts.

Assets Under Management

$492M

Employees

Offices

2 offices

Total Clients

—

Associated firm names

2 names listed

CENTRAL ILLINOIS GROUP, LLC
LIFEWISE WEALTH ADVISORS

Leadership

2 roles identified

CEOCaleb J. Smoes

CCOJulie A. Wagner

Advisory services offered

5 types reported

Financial Planning Services

Pension consulting services

Portfolio management for businesses

Fee models offered

2 types reported

Asset based fees

Fixed fees

Offices & Contact

Primary office

CHAMPAIGN, Illinois, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Illinois

CHAMPAIGNPrimary office · BETHANY

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone217 351 8755 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$492Mas of September 11, 2026

Discretionary99.2%

$488M

99% of total RAUM99.2%

Non-discretionary0.8%

$4M

1% of total RAUM0.8%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

No client category data available

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$492M

Total Accounts1,123

10Y AUM Change+$492M

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8

Clients per Employee—

10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

CALEB JONATHAN SMOESDirect owner · Schedule AInterest in LIFEWISE WEALTH ADVISORS

25% to < 50%

JOHN DAVID FOLEYDirect owner · Schedule AInterest in LIFEWISE WEALTH ADVISORS

25% to < 50%

ANDREW JAMES MCDOWELLDirect owner · Schedule AInterest in LIFEWISE WEALTH ADVISORS

10% to < 25%

JOHN RYAN KENNEDYDirect owner · Schedule AInterest in LIFEWISE WEALTH ADVISORS

10% to < 25%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Lifewise Wealth Advisors.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-09-11 · Schedules A and B

5 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	CALEB JONATHAN SMOESCHIEF EXECUTIVE OFFICER & WEALTH ADVISORIndividual	LIFEWISE WEALTH ADVISORS	25% to less than 50%Code C	Yes	CHIEF EXECUTIVE OFFICER & WEALTH ADVISOR01/2023	Schedule APDF page 19
2	JOHN DAVID FOLEYFOUNDING PARTNER & CERTIFIED FINANCIAL PLANNERIndividual	LIFEWISE WEALTH ADVISORS	25% to less than 50%Code C	Yes	FOUNDING PARTNER & CERTIFIED FINANCIAL PLANNER01/2025	Schedule APDF page 19
3	ANDREW JAMES MCDOWELLPARTNER & CERTIFIED FINANCIAL PLANNERIndividual	LIFEWISE WEALTH ADVISORS	10% to less than 25%Code B	Yes	PARTNER & CERTIFIED FINANCIAL PLANNER01/2025	Schedule APDF page 19
4	JOHN RYAN KENNEDYMANAGING PARTNER & CERTIFIED FINANCIAL PLANNERIndividual	LIFEWISE WEALTH ADVISORS	10% to less than 25%Code B	Yes	MANAGING PARTNER & CERTIFIED FINANCIAL PLANNER01/2025	Schedule APDF page 19
5	Lonny Scott ElfenbeinCHIEF COMPLIANCE OFFICERIndividual	LIFEWISE WEALTH ADVISORS	Less than 5%Code NA	No	CHIEF COMPLIANCE OFFICER08/2026	Schedule APDF page 19

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

Item 11 responses have not been pulled yet for this RIA.

RIA or supervised-person involvementThe RIA’s response about whether these events involve the firm or its supervised persons is unavailable.RIA responseUnavailable

AFelonies2 Unavailable

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?Unavailable
A2Been charged with a felony?Unavailable

BMisdemeanors2 Unavailable

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?Unavailable
B2Been charged with a misdemeanor of the kind listed above?Unavailable

CSEC or CFTC actions5 Unavailable

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?Unavailable
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?Unavailable
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?Unavailable

DOther regulatory actions5 Unavailable

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?Unavailable
D2Found you or an advisory affiliate violated investment-related regulations or statutes?Unavailable
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?Unavailable

ESelf-regulatory organization actions4 Unavailable

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?Unavailable
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?Unavailable
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?Unavailable

FProfessional authorizations1 Unavailable

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?Unavailable

GPending regulatory proceedings1 Unavailable

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?Unavailable

HCivil judicial actions and proceedings4 Unavailable

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?Unavailable
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?Unavailable
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?Unavailable

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?Unavailable

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.