LIFEWORKS ADVISORS, LLC

GRAND RAPIDS, Michigan·4 registered advisors·CRD# 288255

SEC# 801-11964824(616) 200-6512

01

Firm Overview

AUM

$422M

Regulatory assets under management

Employees

32

Total firm employees

Advisors

4

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

4 registered advisors

Alex Andre Jean Mathe-Cathala

GRAND RAPIDS, Michigan

Brandyn Tylar Polmateer

GRAND RAPIDS, Michigan

Kurt Allan Van Dyken

GRAND RAPIDS, Michigan

Ronald Shane Bullis

GRAND RAPIDS, Michigan

05

Office Locations

GRAND RAPIDS, Michigan

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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.