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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

WISE MONEY ISRAEL LLC

CRD 321874

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b778e4ff-6633-7f5c-3d33-155c2e6053fe

Data as of May 20, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 20, 2022 to May 20, 2022
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2022-05-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-125924
CRD: 321874
Filings on the tape: 1
First filed: May 20, 2022
Latest filed: May 20, 2022
Organised: Limited Liability Company, Delaware

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL TIMOTHY BLAKE	n/a	St. Augustine, FL	2	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Liberman, Evan, Jay	CEO AND CHIEF COMPLIANCE OFFICER	E	yes	05/2022	May 20, 2022	May 20, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WISE MONEY ISRAEL LTD	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Binyamina	n/a	Israel	1	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Relationships

Registered with (2)

← Evan Jay LibermanAdvisorregistration: current employment
Oct 11, 2023 to presentfactForm ADV
← PAUL TIMOTHY BLAKEAdvisorregistration: current employment
Oct 11, 2023 to presentfactForm ADV

Controls (1)

← Liberman, Evan, JayOwnerCEO AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 20, 2022 to presentfactForm ADV

Dated events

Occurred
May 20, 2022
First Form ADV filing
Wise Money Israel Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b778e4ff-6633-7f5c-3d33-155c2e6053fe
First observed: May 20, 2022
Last observed: May 20, 2022 52 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WISE MONEY ISRAEL LLC

CRD 321874

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b778e4ff-6633-7f5c-3d33-155c2e6053fe

Data as of May 20, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL TIMOTHY BLAKE

n/a

St. Augustine, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Liberman, Evan, Jay

CEO AND CHIEF COMPLIANCE OFFICER

yes

05/2022

May 20, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WISE MONEY ISRAEL LTD

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Binyamina

n/a

Israel

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%