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 that registered with the SEC in 2020. The firm serves both individual and family clients as well as institutional clients, operating as a capital allocator that uses both percentage-of-AUM and fixed-fee billing. Its service set includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of sub-advisers. The firm is also listed with accounting and insurance industry affiliations and is not identified 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 184Active vs passive
$503M in ETFs
91%
$458M
6%
$45.3M
| 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 | $63M | 1,249,765 | 12.51% |
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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