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 registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-AUM billing and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for business and institutional clients, pension consulting, and the selection of outside managers. Lifeworks also identifies accounting among its business activities and does not characterize itself as an active ESG investor.
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 5Alex 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 39TREVOR 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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