Wealth manager, independent · Binyamina, Israel
Wise Money Israel
Wise Money Israel LTD. · SEC-registered investment adviser · CRD 304753 · SEC 801-117258
At a glance
Wise Money Israel is an SEC-registered investment adviser based in Binyamina, Israel, with $95 million in regulatory assets under management as of its Form ADV filed July 16, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 175 individual clients. By Form ADV it is a wealth manager, ranked 8,302nd of 8,915 wealth managers and 15,481st of 17,210 SEC-registered advisers by assets.
Main office +972796984545wisemoneyisrael.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $95M
- Rank among wealth managers
- #8,302 of 8,915
- Rank among all SEC RIAs
- #15,481 of 17,210
- Individual clients
- 175
- High-net-worth clients
- 34
- Accounts
- 193
- Discretionary
- 95% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Evan J. LibermanChief Executive Officer and Chief Compliance Officer
Custody and brokerage
3 custodians
- Meitav Trade$75M79%
- Interactive Brokers$12M12%
- Israel Brokerage and Investment I.B.I. Trade LTD$8M9%
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 34 | $43M | 45% |
| Individuals | 141 | $37M | 39% |
| Charitable organizations | – | $12M | 13% |
| Corporations or other businesses | – | $3M | 3% |
Disciplinary disclosures
Wise Money Israel reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗wisemoneyisrael.com ↗
AtlasMembers
The full record on Wise Money Israel
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 4,102 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Wise Money Israel manage?
Wise Money Israel reports $95 million in regulatory assets under management across 193 accounts, 95% of it on a discretionary basis, on its Form ADV filed July 16, 2026.
What kind of firm is Wise Money Israel?
Wise Money Israel is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Wise Money Israel’s clients?
By assets, its largest client types are high-net-worth individuals ($43 million, 34 clients); individuals ($37 million, 141 clients); charitable organizations ($12 million).
Does Wise Money Israel have any disciplinary history?
Wise Money Israel reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wise Money Israel’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →