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Firm profile

Lifeworks Advisors, LLC

GRAND RAPIDS, MICRD 288255Latest ADV May 26, 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 April 30, 2026, reports $967M in regulatory assets under management, 48 employees, 36 offices, and 4,836 accounts.

Assets Under Management
$967M
Employees
48
Offices
36 offices
Total Clients
1,814
Primary office
GRAND RAPIDS, MI
4095 PARK EAST CT., STE. C, GRAND RAPIDS, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

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
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
1,337
2
HNWI
24.0%
435
3
Pension Plans
1.8%
33
4
Corporations
0.5%
9
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$967Mas of May 26, 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.

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%)

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.

* 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.