# LIFEWORKS ADVISORS, LLC

LIFEWORKS ADVISORS, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 288255
- Type: SEC-registered investment adviser
- SEC file number: 801-119648
- Location: 4095 PARK EAST CT., STE. C, GRAND RAPIDS, MI, 49546
- Phone: (616) 200-6512
- Latest filing: 2026-06-17
- Regulatory AUM: $966.7M
- Discretionary AUM: $912.3M
- Non-discretionary AUM: $54.4M
- Clients: 48
- Accounts: 4,836

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (13)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288255/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288255/similar
- Related entities: https://search.stillhousedata.com/firm/288255/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288255

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.