LIFEWORKS ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$966,701,542
Discretionary
$912,319,705
Non-discretionary
$54,381,837
Firm details
- CRD number
- 288255
- SEC file number
- 801-119648
- Main office
- GRAND RAPIDS, MI, United States
- Employees
- 48
- SEC status
- Approved
- Website
- HTTPS://LIFEWORKSADVISORS.COM/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.