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Alex Andre Jean Mathe-Cathala

LIFEWORKS ADVISORS, LLC·GRAND RAPIDS, Michigan
Series 65Clean record5 years registeredLIFEWORKS ADVISORS, LLC
4095 PARK EAST CT., GRAND RAPIDS, MI 49546CRD# 7357471Firm CRD# 288255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alex Andre Jean Mathe-Cathala · GRAND RAPIDS, MI
Registration
CRD #7357471 · LIFEWORKS ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

LIFEWORKS ADVISORS, LLC
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 12, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIFEWORKS ADVISORS, LLC
CRD 288255 · SEC 801-119648
AUM
$422M
Regulatory assets under management
Employees
32
2,040 client accounts
Services offered by LIFEWORKS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFEWORKS ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Alex Andre Jean Mathe-Cathala offer?
Alex Andre Jean Mathe-Cathala specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Alex Andre Jean Mathe-Cathala's credentials?
Alex Andre Jean Mathe-Cathala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Andre Jean Mathe-Cathala located?
Alex Andre Jean Mathe-Cathala is based in GRAND RAPIDS, Michigan, working with LIFEWORKS ADVISORS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Alex Andre Jean Mathe-Cathala charge for services?
Alex Andre Jean Mathe-Cathala's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFEWORKS ADVISORS, LLC?
LIFEWORKS ADVISORS, LLC has approximately 32 employees and manages $422M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIFEWORKS ADVISORS, LLC

Ronald Shane Bullis
GRAND RAPIDS, MI
Kurt Allan Van Dyken
GRAND RAPIDS, MI
Brandyn Tylar Polmateer
GRAND RAPIDS, MI
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