Wise Money Israel Ltd.
- Regulatory AUM
- $94.9M
- Discretionary
- $90.0M
- Clients
- 175
- Avg AUM / client
- $543K
- Accounts
- 193
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 141 | $37.2M | 39.2% |
| High net worth individuals | 34 | $43.0M | 45.3% |
| Charitable organizations | Fewer than 5 clients | $12.2M | 12.9% |
| Corporations and other businesses | Fewer than 5 clients | $2.5M | 2.67% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evan Jay Liberman | Chief Executive Officer | Jul 2017 (9y) | 75% or more | |
| Silver, Stefan | Director Of Operations & Business Development | Jul 2017 (9y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Meitav Trade Ltd $74.9M (79% of AUM) Jul 2026
- Meitav Dash Trade Ltd $33.3M (99% of AUM) Jun 2020
- Interactive Brokers $11.6M (12% of AUM) Jul 2026
- Israel Brokerage And Investment I.B.I. Trade Ltd $8.4M (9% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗