Evan Jay Liberman
Advisor at Wise Money Israel
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
3 years
Location
Remote
Wise Money Israel
Independent
Total advisors
1Clients per advisor
175 Very HighAvg AUM per client
$458,195 TypicalHNW client ratio
19% TypicalAbout
Evan Liberman is the CEO of Wise Money Israel and holds a Series 65 designation, with nine years of industry experience. He has operated Wise Money Israel in various forms since 2010 and currently dedicates his time to Wise Money Israel Ltd. Wise Money Israel provides discretionary portfolio management and tax-data reporting services to a diverse client base including individuals, institutions, and corporate entities. The firm focuses on mid- to long-term total return with an emphasis on Israeli public equities and bonds, employing fundamental, technical, and economic analysis alongside ethical screening.
Expertise
Based on Wise Money Israel
Wealth management
Passive / index investing
ESG / Sustainable investing
Fee options
$90 flat fee for tax preparation data report service (for clients not in the Premium Account Program)
1.15% to 2.00% annually (varies by client and assets under management)
Account minimum: $50,000
Most active in
Evan L has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
3 years of industry experience
Wise Money Israel LLC
2023 - Present • 3 years
St. Augustine, FL
Wise Money Israel LLC
2022 - Present • 4 years
St. Augustine, FL
Wise Money Israel Ltd
2017 - Present • 9 years
Binyamina
Evan Liberman Sole Proprietorship DBA Wise Money Israel
2010 - 2017 • 7 years
Binyamina
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)