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
| Title | Chief Executive Officer, Co-Founder, And Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Lifeworks Advisors, LLC
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2020 |