Firm profile

Lifeworks Advisors, LLC

GRAND RAPIDS, MICRD 288255Registration Status: ApprovedEffective since October 14, 2020SEC # 801-119648Latest ADV June 17, 2026

Lifeworks Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated June 17, 2026, reports $967M in regulatory assets under management, 48 employees, 37 offices, and 4,836 accounts.

Assets Under Management

$967M

Employees

Offices

37 offices

Total Clients

1,814

Associated firm names

11 names listed

ARDENT WEALTH MANAGEMENT
THRIVEALIKE
NORTH CORNER WEALTH
LIFEWORKS ADVISORS, LLC

Leadership

3 roles identified

CEORonald S. Bullis

CCOKurt A. Van Dyken

CIOAlex A. J. Mathe-cathala

Advisory services offered

5 types reported

Financial Planning Services

Pension consulting services

Portfolio management for businesses

Fee models offered

2 types reported

Asset based fees

Fixed fees

Offices & Contact

Primary office

GRAND RAPIDS, Michigan, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

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Michigan

GRAND RAPIDSPrimary office

Arizona

SCOTTSDALE ROAD

California

BREA · FOLSOM

Colorado

COLORADO SPRINGS

Illinois

GLENVIEW

Louisiana

ST. FRANCISVILLE

Massachusetts

DANVERS

New Jersey

WAYNE

North Carolina

HICKORY

Utah

LOGAN

11 office records listed · 37 total offices reported. 15 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone(616) 200-6512 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$967Mas of June 17, 2026

Discretionary94.4%

$912M

94% of total RAUM94.4%

Non-discretionary5.6%

$54M

6% of total RAUM5.6%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 73.7% of total clients.

Top client categories% of clientsClients

Individuals

73.7%

1,337

HNWI

24.0%

435

Pension Plans

1.8%

Corporations

0.5%

Categories with <5 clients

Charitable Organizations<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$967M

Total Accounts4,836

10Y AUM Change+$863M (+830.2%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees48

Clients per Employee38:1

10Y Employee Change+37 (+336.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

LIFEWORKS HOLDINGS, LLCDirect owner · Schedule AInterest in LIFEWORKS ADVISORS, LLC

75%+

RONALD SHANE BULLISDirect owner · Schedule AInterest in LIFEWORKS ADVISORS, LLC

< 5%

KURT ALLAN VAN DYKENDirect owner · Schedule AInterest in LIFEWORKS ADVISORS, LLC

< 5%

KURT ALLAN VAN DYKENIndirect owner · Schedule BInterest in LIFEWORKS HOLDINGS, LLC

25% to < 50%

RONALD SHANE BULLISIndirect owner · Schedule BInterest in LIFEWORKS HOLDINGS, LLC

25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Lifeworks Advisors, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-06-17 · Schedules A and B

8 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	RONALD SHANE BULLISCHIEF EXECUTIVE OFFICER, CO- FOUNDER, AND PARTNERIndividual	LIFEWORKS ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF EXECUTIVE OFFICER, CO- FOUNDER, AND PARTNER04/2017	Schedule APDF page 36
2	KURT ALLAN VAN DYKENCHIEF COMPLIANCE OFFICER, CO- FOUNDER, PARTNER, AND WEALTH MANAGEMENT ADVISORIndividual	LIFEWORKS ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF COMPLIANCE OFFICER, CO- FOUNDER, PARTNER, AND WEALTH MANAGEMENT ADVISOR04/2017	Schedule APDF page 36
3	LIFEWORKS HOLDINGS, LLCMEMBERDomestic entity	LIFEWORKS ADVISORS, LLC	75% or moreCode E	Yes	MEMBER03/2020	Schedule APDF page 36
4	Alex Andre Jean Mathe-CathalaCHIEF INVESTMENT OFFICERIndividual	LIFEWORKS ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF INVESTMENT OFFICER01/2021	Schedule APDF page 36
5	Brett Allen SmithDIRECTOR OF OPERATIONSIndividual	LIFEWORKS ADVISORS, LLC	Less than 5%Code NA	Yes	DIRECTOR OF OPERATIONS07/2017	Schedule APDF page 36
6	Robert Anthony AllenCHIEF TECHNOLOGY OFFICERIndividual	LIFEWORKS ADVISORS, LLC	Less than 5%Code NA	Yes	CHIEF TECHNOLOGY OFFICER03/2020	Schedule APDF page 36
7	KURT ALLAN VAN DYKENMANAGING MEMBERIndividual	LIFEWORKS HOLDINGS, LLC	25% to less than 50%Code C	Yes	MANAGING MEMBER03/2020	Schedule BPDF page 36
8	RONALD SHANE BULLISMANAGING MEMBERIndividual	LIFEWORKS HOLDINGS, LLC	25% to less than 50%Code C	Yes	MANAGING MEMBER03/2020	Schedule BPDF page 36

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 6/17/2026 2:54:09 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.