GRAND RAPIDS, MICRD 288255Latest ADV April 30, 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
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 April 30, 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%)
* 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.