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Lifeworks Advisors, LLC

● SEC registered since 2020CRD 288255SEC# 801-119648Grand Rapids, MI
Export (members)
Reg. AUM
$742.3M
Employees
40
Accounts
3,785
Location
Grand Rapids, MI

Lifeworks Advisors, LLC assets under management

Lifeworks Advisors, LLC is a registered investment adviser overseen by the SEC based in Grand Rapids, MI. The firm has been registered since 2020. It reports $742.3 million in regulatory assets under management and employs 40 people.
lifeworksadvisors.comView on SEC.gov ↗

Lifeworks Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Alex Andre Jean Mathe-Cathala ControlChief Investment OfficerUnder 5%2021
Brandyn Tylar Polmateer ControlDirector Of Advisor SupportUnder 5%2023
Brett Allen Smith ControlDirector Of OperationsUnder 5%2017
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Frequently asked questions

How much does Lifeworks Advisors, LLC manage?

Lifeworks Advisors, LLC reports $742.3 million in regulatory assets under management on its Form ADV.

How many employees does Lifeworks Advisors, LLC have?

Lifeworks Advisors, LLC reports 40 employees.

Where is Lifeworks Advisors, LLC located?

Lifeworks Advisors, LLC is based in Grand Rapids, MI and has been SEC-registered since 2020.

Does Lifeworks Advisors, LLC disclose fund performance?

Lifeworks Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4095 Park East Ct., Ste. C, Grand Rapids, MI 49546
Phone(616) 200-6512
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1882132
Discloses disciplinary historyNo

Assets under management

Discretionary$689M
Non-discretionary$53.3M
Total (RAUM)$742.3M