LIFEWORKS ADVISORS, LLC

CRD 288255File 801-119648

APPROVED

Retail clients

Custody

Filing as of Jun 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$966.7M

Above cohort median (national)

Discretionary AUM

$912.3M

Non-discretionary $54.4M

Clients

1,814

4,836 accounts

Employees

Top 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Oct 14, 2020
Principal office: 4095 PARK EAST CT., STE. C, GRAND RAPIDS, MI, 49546
Phone: (616) 200-6512
Website: https://twitter.com/PTelp

Assets & accounts

ADV Item 5F

Total regulatory AUM: $966.7M
Discretionary AUM: $912.3M
Non-discretionary AUM: $54.4M
Discretionary accounts: 4,803
Non-discretionary accounts: 33
Total accounts: 4,836
AUM per client: $533K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$15.2M
Charitable organizations	Fewer than 5	$459K
High net worth individuals	435	$648.8M
Pension and profit sharing plans	33	$54.4M
Individuals (other than high net worth individuals)	1,337	$247.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.