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Ronald Shane Bullis

Chief Executive Officer, Co-Founder, And PartnerLifeworks Advisors, LLCCRD 5116228

About Ronald Shane Bullis

Ronald Shane Bullis is listed as Chief Executive Officer, Co-Founder, And Partner at Lifeworks Advisors, LLC in Grand Rapids, MI. Form ADV reports a beneficial ownership band of Under 5%. Ronald Shane Bullis is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Lifeworks Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ronald Shane Bullis work?

Ronald Shane Bullis is listed as Chief Executive Officer, Co-Founder, And Partner at Lifeworks Advisors, LLC on SEC Form ADV.

How much of Lifeworks Advisors, LLC does Ronald Shane Bullis own?

Form ADV reports a beneficial ownership band of Under 5%.

Lifeworks Advisors, LLC

TitleChief Executive Officer, Co-Founder, And Partner
OwnershipUnder 5%
Control personYes
Since2017

Lifeworks Advisors, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2020