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LIFEWORKS ADVISORS, LLC
CRD 288255File 801-119648
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$966.7M
Above cohort median (national)
Discretionary AUM
$912.3M
Non-discretionary $54.4M
Clients
1,814
4,836 accounts
Employees
48
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 47 | 48 | increased by1 |
| Apr 1, 2026 | Employees | 40 | 47 | increased by7 |
| Apr 1, 2026 | Clients | 1,479 | 1,814 | increased by335 |
| Apr 1, 2026 | AUM | $742,298,024 | $966,701,542 | increased by$224,403,518 |
| Apr 1, 2026 | Accounts | 3,785 | 4,836 | increased by1,051 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 40 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 455 | 1,479 | increased by1,024 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $201,454,756 | $742,298,024 | increased by$540,843,268 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,044 | 3,785 | increased by2,741 |
| Apr 1, 2022 | Employees | 19 | 30 | increased by11 |
| Apr 1, 2022 | Clients | 302 | 455 | increased by153 |
| Apr 1, 2022 | AUM | $122,426,284 | $201,454,756 | increased by$79,028,472 |
| Apr 1, 2022 | Accounts | 725 | 1,044 | increased by319 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIFEWORKS ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIFEWORKS ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.