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Chief Executive Officer & Wealth Advisor · Lifewise Wealth Advisors

Caleb J. Smoes

CRD 5968483 · 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 Caleb J. Smoes on its Form ADV as Chief Executive Officer & Wealth Advisor, a control person.

Firms and roles

  • Lifewise Wealth AdvisorsChief Executive Officer & Wealth AdvisorWealth manager · Champaign, IL · $492M in regulatory assets

AtlasMembers

Caleb’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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Search and export owners by title, state and firm size
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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

  • John D. FoleyFounding Partner & Certified Financial Planner, Lifewise Wealth Advisors
  • Andrew J. McDowellPartner & 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 Caleb’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.