LIFEWORKS ADVISORS, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 288255). Regulatory assets under management: $966.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ronald Shane Bullis | CHIEF EXECUTIVE OFFICER, CO-FOUNDER, AND PARTNER; MANAGING MEMBER | — |
| Kurt Allan Van Dyken | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, PARTNER, AND WEALTH MANAGEMENT ADVISOR; MANAGING MEMBER | — |
| Alex Andre Jean Mathe-Cathala | CHIEF INVESTMENT OFFICER | — |
| Brett Allen Smith | DIRECTOR OF OPERATIONS | — |
| Robert Anthony Allen | CHIEF TECHNOLOGY OFFICER | — |
| Brandyn Tylar Polmateer | DIRECTOR OF ADVISOR SUPPORT | — |
| SMITH CRAIG ALLEN | DIRECTOR OF OPERATIONS | — |
| ALLEN HERBERT III ANTHONY | CHIEF TECHNOLOGY OFFICER | — |
| BULLIS RONALD SHANE | CHIEF EXECUTIVE OFFICER, CO-FOUNDER, AND PARTNER; MANAGING MEMBER; PARTNER | — |
| VAN DYKEN KURT ALLAN | CHIEF COMPLIANCE OFFICER, CO-FOUNDER, PARTNER, AND WEALTH MANAGEMENT ADVISOR; MANAGING MEMBER; PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Mathe-Cathala Alex Andre Jean | CHIEF INVESTMENT OFFICER | — |
| POLMATEER BRANDYN TYLAR | DIRECTOR OF ADVISOR SUPPORT | — |
| Polmateer Brandyn | DIRECTOR OF ADVISOR SUPPORT | — |