Lifeworks Advisors, LLC
Grand Rapids, MI·SEC-registered · CRD #288255
Lifeworks Advisors, LLC is an SEC-registered investment advisory firm in Grand Rapids, MI managing $967M across 4.9k client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$967M
Client accounts
4.9k
Advisory staff
40
Fee model
Fee-based
How Lifeworks Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lifeworks Advisors, LLC
How much does Lifeworks Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/17/2026), Lifeworks Advisors, LLC reports $967M in regulatory assets under management across roughly 4.9k client accounts.
How does Lifeworks Advisors, LLC charge?
Lifeworks Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lifeworks Advisors, LLC a fiduciary?
Yes. Lifeworks Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #288255), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lifeworks Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lifeworks Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Grand Rapids, MI
Profile compiled from Lifeworks Advisors, LLC's public SEC Form ADV filing (CRD #288255, filed 06/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lifeworks Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lifeworks Advisors, LLC? Claim this profile.