Lifeworks Advisors, LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 288255
- Registered since
- October 14, 2020
- Website
- lifeworksadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.12%
- Individuals25.63%
- Pension & Profit Sharing Plans5.63%
- Corporations / Businesses1.58%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lifeworks Advisors, LLC is an independent, SEC-registered investment adviser that operates as a limited liability company and acts as a capital allocator for both individual/family and institutional clients. The firm offers fee-based services (percentage of AUM and fixed fees) and combines financial planning with portfolio management across retail and institutional segments. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm also lists accountant among its business activities. Lifeworks is not identified as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 5
Alex Mathe-Cathala
Chief Investment OfficerCRD 7357471
Robert Allen
Chief Technology OfficerCRD 7890327
Kurt Van Dyken
Co-Founder and Chief Compliance OfficerCRD 5155067
Contacts
3 of 40
Trevor Herin
PartnerCRD 6062864
Thomas Herin
Operations ManagerCRD 6243358
Alexandra Kennedy
Senior Financial AdvisorCRD 5877725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 165Active vs passive
$444M in ETFs
93%
$414M
4%
$30.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $53.1M | 1,163,737 | 11.96% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 4095 Park East Ct Se
- Time zone
- ET (UTC-5)
- Office locations
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