Data / Investment advisers / Michigan / Lifeworks Advisors, LLC
Lifeworks Advisors, LLC, Grand Rapids, MI: $967 million AUM, SEC registered investment adviser
Lifeworks Advisors, LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $967 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 288255
- SEC file number
- 801-119648
- SEC status
- Approved, effective October 14, 2020
- Main office
- 4095 Park East Ct. Ste. C, Grand Rapids, MI 49546
- Phone
- (616) 200-6512
- Website
- lifeworksadvisors.com
- Regulatory AUM
- $966,701,542 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $912,319,705
- Non discretionary AUM
- $54,381,837
- Accounts
- 4,836
- Employees
- 48, of which 40 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 36
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 435 | $648.8 million |
| Individuals (other than high net worth individuals) | 1,337 | $247.8 million |
| Pension and profit sharing plans | 33 | $54.4 million |
| Corporations or other businesses | 9 | $15.2 million |
| Charitable organizations | Fewer than 5 | $458,944 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $966.7 million | March 10, 2026 |
| December 1, 2025 | $742.3 million | September 23, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Midwest Capital Advisors, LLC | Grand Rapids | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Centennial Securities Company Inc | Grand Rapids | $1.34 billion | Not listed | adviserinfo.sec.gov |
| Fiduciary Financial Advisors | Grand Rapids | $1.33 billion | 2 | adviserinfo.sec.gov |
| Financial Advisory Corporation | Grand Rapids | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Lafleur & Godfrey Private Wealth Management | Grand Rapids | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Stonebridge Financial Group | Grand Rapids | $739.4 million | Not listed | adviserinfo.sec.gov |
| Hill Island Financial LLC | Grand Rapids | $623.8 million | Not listed | adviserinfo.sec.gov |
| Grand Wealth Management, LLC | Grand Rapids | $597.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Lifeworks Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.