Lifeworks Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

288255

SEC number

801-119648

Firm type

RIA

Assets under management

$966.7M as of Jun 17, 2026

Website

lifeworksadvisors.com ↗

Phone

(616) 200-6512

Address

4095 Park East Ct., Grand Rapids, MI, 49546

Advisors at this firm

43 in our index · page 1 of 1

• Christopher James BowmanCRD 6169033 · Grand Rapids, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Travis Wells BuckCRD 6388246 · Bozeman, MT
  IA RegisteredRegistration inactive
• Ronald Shane BullisCRD 5116228 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Leyton David BohrenCRD 8143116 · Brea, CA
  IA Registered
• Elliot Parker BorgeCRD 7130844 · Toledo, OH
  IA RegisteredRegistration inactive
• Kathleen Luu ChouCRD 4710572 · Brea, CA
  IA Registered
• Robert Eli CaldwellCRD 7024826 · Nashville, TN
  IA Registered
• Alexander ChangCRD 7182098 · San Francisco, CA
  IA RegisteredRegistration inactive
• Michael DemkiwCRD 7502742 · Jericho, NY
  IA Registered
• Michael Jon ForneyCRD 7126400 · Columbia, SC
  IA Registered
• Derek A GhiaCRD 5413223 · Franklin, TN
  IA RegisteredRegistration inactive
• Marcus Vann GriffinCRD 4187137 · Laguna Niguel, CA
  IA Registered
• Zachary Kyle GrimesCRD 6324984 · Austin, TX
  IA RegisteredRegistration inactive
• Christopher Matthew GervatCRD 6757767 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Carson James GroverCRD 6728419 · Logan, UT
  IA RegisteredRegistration inactive
• Thomas Carl HerinCRD 6243358 · Grand Rapids, MI
  IA Registered
• Trevor Steven HerinCRD 6062864 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Mark Gordon HemenwayCRD 7306989 · Danvers, MA
  IA RegisteredRegistration inactive
• Alexandra Amoruso KennedyCRD 5877725 · Wayne, NJ
  IA RegisteredRegistration inactive
• Ryan David KoopmansCRD 7461394 · Brentwood, CA
  IA Registered
• Kevin LuuCRD 4433649 · Brea, CA
  IA Registered
• Levene Marie Leblanc-McleanCRD 7141754 · Laurel, MD
  IA RegisteredRegistration inactive
• Christopher V MercerCRD 5468825 · Glenview, IL
  IA RegisteredRegistration inactive
• Matthew Brooke MullowneyCRD 6253631 · St. Francisville, LA
  IA RegisteredRegistration inactive
• Alex Andre Jean Mathe-CathalaCRD 7357471 · Huntington Beach, CA
  IA Registered
• Frank Gerald OharaCRD 1783126 · Herndon, VA
  IA RegisteredRegistration inactive
• Eric David OliveroCRD 7005329 · Grand Rapids, MI
  IA Registered
• Christopher Alan PattersonCRD 4039371 · St Johns, FL
  IA Registered
  Disclosure event(s) on record
• Isaac Rudy PinedaCRD 6482135 · Orange, CA
  IA RegisteredRegistration inactive
• Isaiah PetersonCRD 7913215 · Grand Rapids, MI
  IA Registered
• Joseph Daniel PetrelliCRD 8000753 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Jeffrey James RainerCRD 3168972 · Pagosa Springs, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sean Patrick RawlingsCRD 7163559 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Eric Christopher RestrepoCRD 6011811 · El Dorado Hills, CA
  IA RegisteredRegistration inactive
• Keith Allen SeversonCRD 1764315 · Maple Grove, MN
  IA RegisteredRegistration inactive
• Christian Tyler SmissenCRD 6756378 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Todd Stephen SmithCRD 2942236 · Colorado Springs, CO
  IA Registered
  Disclosure event(s) on record
• Jonathan Moser SpatzCRD 4161821 · Hickory, NC
  IA RegisteredRegistration inactive
• Philip TelpnerCRD 4200379 · Glenview, IL
  IA RegisteredRegistration inactive
• Peter Timothy UihleinCRD 5834932 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Kurt Allan Van DykenCRD 5155067 · Grand Rapids, MI
  IA RegisteredRegistration inactive
• Ian James WardleCRD 6256398 · Laguna Beach, CA
  IA RegisteredRegistration inactive
• Aaron Thell WilliamsCRD 6470453 · Austin, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.