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Partner & Certified Financial Planner · Lifewise Wealth Advisors

Andrew J. McDowell

CRD 6453917 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifewise Wealth Advisors, an SEC-registered wealth manager based in Champaign, IL with $492 million in regulatory assets, lists Andrew J. McDowell on its Form ADV as Partner & Certified Financial Planner, a control person.

Firms and roles

  • Lifewise Wealth AdvisorsPartner & Certified Financial PlannerWealth manager · Champaign, IL · $492M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Caleb J. SmoesChief Executive Officer & Wealth Advisor, Lifewise Wealth Advisors
  • John D. FoleyFounding Partner & Certified Financial Planner, Lifewise Wealth Advisors
  • John R. KennedyManaging Partner & Certified Financial Planner, Lifewise Wealth Advisors
  • Lonny S. ElfenbeinChief Compliance Officer, Lifewise Wealth Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.