DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
W••• M•••• I•••••
Legal name W••• M•••• I••••• L•••
Latest filing Jul 16, 2026
First filing on the tape Jul 29, 2019 · 8 filings
SEC status approved since Aug 25, 2025
RAUM
$94.9M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
84%
$80.2M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$94.9M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$94.9M as of Jul 16, 2026
Sep 1, 2025$72.4M then
HNW client RAUM$43.0M as of Jul 16, 2026
Sep 1, 2025$42.3M then
State-registered IARs (5.B.3)1 as of Jul 16, 2026
Sep 1, 20251 then
Employees (5.A)4 as of Jul 16, 2026
Sep 1, 20253 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 16, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $94.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 175derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.3MderivedHNW RAUM over HNW clients
- Average account
- $491,915derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$43.0M45%
- Individuals$37.2M39%
- Charitable organizations$12.2M13%
- Corporations and businesses$2.5M2.7%
- Individual clients
- 141reported
- HNW clients
- 34reported
- Pension plan clients
- 0reported
- Charitable clients
- n/areported
- Accounts
- 193reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.84 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| E••• J•• L••••••• | Binyamina | Oct 11, 2023 | 16 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L•••••••• E•••• J•• · Chief Executive Officercontrolsince 07/2017 · owns 75% or more
- S•••••• S••••• · Director Of Operations & Business Developmentcontrolsince 07/2017 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 157 to 193Sep 4, 2025 to Mar 6, 2026
- Charity clients · 2.0 to unsetSep 4, 2025 to Mar 6, 2026
- Corporate clients · 2.0 to unsetSep 4, 2025 to Mar 6, 2026
- HNW clients · 28 to 34Sep 4, 2025 to Mar 6, 2026
- Individual clients · 121 to 141Sep 4, 2025 to Mar 6, 2026
- Employees · 3 to 4Sep 4, 2025 to Mar 6, 2026
- Discretionary RAUM · $68.8M to $90.0MSep 4, 2025 to Mar 6, 2026
- HNW RAUM · $42.3M to $43.0MSep 4, 2025 to Mar 6, 2026
- Individual RAUM · $18.9M to $37.2MSep 4, 2025 to Mar 6, 2026
- Non-discretionary RAUM · $3.6M to $5.0MSep 4, 2025 to Mar 6, 2026
- RAUM · $72.4M to $94.9MSep 4, 2025 to Mar 6, 2026
- Accounts · 93 to 157Jun 25, 2020 to Sep 1, 2025
- Advisory employees · 3 to 2Jun 25, 2020 to Sep 1, 2025
- Advisory activities · 4 to 3Jun 25, 2020 to Sep 1, 2025
- Charity clients · 4 to 2Jun 25, 2020 to Sep 1, 2025
- Corporate clients · 3 to 2Jun 25, 2020 to Sep 1, 2025
- HNW clients · 10 to 28Jun 25, 2020 to Sep 1, 2025
- Individual clients · 72 to 121Jun 25, 2020 to Sep 1, 2025
- Assets in custody · 33806702.0 to unsetJun 25, 2020 to Sep 1, 2025
- Custody of client assets · true to falseJun 25, 2020 to Sep 1, 2025
- Financial planning clients · unset to Jun 25, 2020 to Sep 1, 2025
- HQ state · unset to Jun 25, 2020 to Sep 1, 2025
- State-registered IARs · 0 to 1Jun 25, 2020 to Sep 1, 2025
- Discretionary RAUM · $31.0M to $68.8MJun 25, 2020 to Sep 1, 2025
- HNW RAUM · $9.0M to $42.3MJun 25, 2020 to Sep 1, 2025
- Individual RAUM · $19.8M to $18.9MJun 25, 2020 to Sep 1, 2025
- Non-discretionary RAUM · $2.8M to $3.6MJun 25, 2020 to Sep 1, 2025
- RAUM · $33.8M to $72.4MJun 25, 2020 to Sep 1, 2025
- Related adviser · false to trueJun 25, 2020 to Sep 1, 2025
Signals
1 dated events
- W••• M•••• I••••• filed its initial SEC registration (Form ADV)Jul 29, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 929-309-0006reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/wise-money-israelreportedpublic record, Form ADV, Sep 19, 2026
- Website
- wisemoneyisrael.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +972-79-6984545reportedpublic record, Form ADV, Jul 16, 2026
- Contact form
- wisemoneyisrael.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- wisemoneyisrael.com/about/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $94.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026