A complete list of active advisors currently associated with Wise Money Israel LLC

Warmer can help you find a great advisor at Wise Money Israel LLC or one who fits your needs even better.

Wise Money Israel LLC provides discretionary, fully managed investment accounts to individuals (including high net worth clients), trusts, estates, charitable organizations, and business entities. The firm offers a “Premium Account” program with a typical $50,000 minimum and manages about $17.18 million in client assets on a discretionary basis. The firm’s investment approach centers on Israeli public equities and fixed income, with portfolios built from proprietary research that combines fundamental, technical, and economic analysis and includes ethical screening. Wise Money Israel generally pursues a mid- to long-term buy-and-hold orientation with portfolio rebalancing and may implement biblically responsible investing strategies when a client explicitly approves them in writing. Distinctive features include the firm’s use of paid endorsements and testimonials delivered via podcasts and videos (with required disclosures under the SEC marketing rule), which is uncommon among peers. The firm is also affiliated with Wise Money Israel Ltd (an Israel-registered adviser owned by one of the members) and its managing member operates a separate financial-education business (Financial Heirs International LLC); those relationships and the services they provide to the firm are disclosed in the brochure.

To learn more about the advisors currently working at Wise Money Israel LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Blake	St. Augustine, FL	2

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