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LIFEWORKS ADVISORS, LLC
CRD 288255 · SEC 801-119648
4095 PARK EAST CT., STE. C, GRAND RAPIDS, MI, 49546, United States
Phone
(616) 200-6512
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$966.7M
Discretionary AUM
$912.3M
Team
48 total employees; 40 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1337 | $247.8M |
| High net worth individuals | 435 | $648.8M |
| Pension/profit sharing plans | 33 | $54.4M |
| Corporations/business entities | 9 | $15.2M |
States served
AZ, AR, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, MN, MT, NV, NJ, NY, NC, OH, SC, TN, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- https://twitter.com/PTelp
- https://www.instagram.com/lifeworksadvisors/
- https://www.linkedin.com/company/lifeworksadvisors
- https://www.youtube.com/channel/UC-gngqcFyFLV9qlCqJNVSoA
- HTTPS://LIFEWORKSADVISORS.COM/
- https://www.instagram.com/brightadvisers
- https://www.linkedin.com/in/breakoutprivatewealth/
- https://www.facebook.com/brightadvisersteam
- https://www.linkedin.com/company/bright-advisers/
- HTTPS://WWW.FACEBOOK.COM/LIFEWORKS-ADVISORS-234922080362791/
- https://twitter.com/brightadvisers
- https://epicincomeadvisors.com/
- https://breakoutprivatewealth.com/
- https://twitter.com/lifeworks_ria
- https://brightadvisers.com/
- http://thrivealike.com/
Official SEC filing: View on IAPD