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LIFEWORKS ADVISORS, LLC
LIFEWORKS ADVISORS, LLC
GRAND RAPIDS, Michigan
·
6 registered advisors
·
CRD# 288255
SEC# 801-119648
24
(616) 200-6512
01
Firm Overview
AUM
$422M
Regulatory assets under management
Employees
32
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LIFEWORKS ADVISORS, LLC
6 registered advisors
Alex Andre Jean Mathe-Cathala
GRAND RAPIDS, Michigan
CRD# 7357471
Brandyn Tylar Polmateer
GRAND RAPIDS, Michigan
CRD# 6448824
Brett Allen Smith
GRAND RAPIDS, Michigan
CRD# 6476101
Kurt Allan Van Dyken
GRAND RAPIDS, Michigan
CRD# 5155067
Robert Anthony Allen
GRAND RAPIDS, Michigan
CRD# 7890327
Ronald Shane Bullis
GRAND RAPIDS, Michigan
CRD# 5116228
05
Office Locations
GRAND RAPIDS, Michigan
6 advisors
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Data sourced from SEC Form ADV filings. LIFEWORKS ADVISORS, LLC (CRD# 288255) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.