AUMdb

Central Illinois Group, Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 341748 · SEC file 801-136469 · Champaign, IL · www.lifewisewealth.com
☆ Save with Pro ADV data as of Jun 17, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
8

AUM over time

$0 $0
May 12, 2026 Jun 17, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/17/2026 901 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
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.

View current Form ADV (SEC/IAPD) ↗