Founding Partner & Certified Financial Planner · Lifewise Wealth Advisors
John D. Foley
CRD 1287148 · 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 John D. Foley on its Form ADV as Founding Partner & Certified Financial Planner, a control person.
Firms and roles
- Lifewise Wealth AdvisorsFounding Partner & Certified Financial PlannerWealth manager · Champaign, IL · $492M in regulatory assets
AtlasMembers
John’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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
- 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 John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.