Lifeworks Advisors, LLC
● SEC registered since 2020CRD 288255SEC# 801-119648Grand Rapids, MI
Reg. AUM
$966.7M
Employees
48
Accounts
4,836
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 $966.7 million in regulatory assets under management and employs 48 people.
Lifeworks Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Andre Jean Mathe-Cathala Control | Chief Investment Officer | Under 5% | 2021 |
| Brett Allen Smith Control | Director Of Operations | Under 5% | 2017 |
| Kurt Allan Van Dyken Control | Chief Compliance Officer, Co-Founder, Partner, And Wealth Management Advisor | Under 5% | 2017 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lifeworks Advisors, LLC manage?
Lifeworks Advisors, LLC reports $966.7 million in regulatory assets under management on its Form ADV.
How many employees does Lifeworks Advisors, LLC have?
Lifeworks Advisors, LLC reports 48 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
| Address | 4095 Park East Ct., Ste. C, Grand Rapids, MI 49546 |
| Phone | (616) 200-6512 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1882132 |
| Discloses disciplinary history | No |
Regulatory AUM
$966.7M▲ 30%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$966.7Mregulatory AUM
Discretionary $912.3MNon-discretionary $54.4M