Lifeworks Advisors, LLC
Lifeworks Advisors, LLC (CRD# 288255) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $421,833,413 in 2,040 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management422MILLION
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Total Number of Accounts2,040ACCOUNTS
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Average Account Value$206,781
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NH, NY, OH, SC, TN, TX, VA, WA, WI
Christopher Bowman (CRD# 6169033) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 11 years of experience in the finance industry.
Ronald Bullis (CRD# 5116228) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 15 years of experience in the finance industry.
Robert Caldwell (CRD# 7024826) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Nashville, TN and has over 5 years of experience in the finance industry.
Christopher Gervat (CRD# 6757767) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 6 years of experience in the finance industry.
Derek Ghia (CRD# 5413223) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Franklin, TN and has over 15 years of experience in the finance industry.
Trevor Herin (CRD# 6062864) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 10 years of experience in the finance industry.
Kevin Luu (CRD# 4433649) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 22 years of experience in the finance industry.
Christopher Mercer (CRD# 5468825) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 12 years of experience in the finance industry.
Eric Olivero (CRD# 7005329) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 5 years of experience in the finance industry.
Christopher Patterson (CRD# 4039371) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Grand Rapids, MI and has over 23 years of experience in the finance industry.