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 | — |
Showing 15 of 25 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 414-429-9474 |
| SCOTTSDALE ROAD | AZ | 1 | (480) 382-3151 |
| HICKORY | NC | 1 | (828) 201-2878 |
| GLENVIEW | IL | 1 | (224) 616-2016 |
| BREA | CA | 1 | (714) 987-2967 |
| — | — | 1 | 661-586-6685 |
| — | — | 1 | 203-292-1185 |
| — | — | 1 | (617) 710-5106 |
| DANVERS | MA | 1 | 978-578-1118 |
| — | — | 1 | (707) 481-2842 |
| — | — | 1 | (402) 578-2293 |
| — | — | 1 | (269) 205-3122 |
| FOLSOM | CA | 1 | 530-219-2979 |
| COLORADO SPRINGS | CO | 1 | (719) 344-1726 |
| LOGAN | UT | 1 | (616) 200-6512 |