Alex Mathe-Cathala has been Chief Investment Officer of Lifeworks Advisors since January 2021, is a control person of the firm and directly owns under 5% of it. Alex Mathe-Cathala holds a Master in Finance from Massachusetts Institute of Technology.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
Alex Mathé-Cathala is Chief Investment Officer of Lifeworks Advisors, based in Huntington Beach, California. Before joining Lifeworks he was Founder and CEO of Aimvest Technologies, a quantitative investment technology firm that Lifeworks acquired in 2021. He previously worked at Morgan Stanley and Rothschild.
- Lifeworks Advisors, LLCCurrent– present · 5 yearsHuntington Beach, CA · Adviser representative · Firm CRD 288255
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alex Andre Jean Mathe-Cathala
- CRD
- 7357471
- Firm
- Lifeworks Advisors · CRD 288255
- Role
- Chief Investment Officer
- Office
- Huntington Beach, CA
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeworksadvisors.com
Where does Alex Mathe-Cathala work?
Alex Mathe-Cathala has been Chief Investment Officer of Lifeworks Advisors, LLC since January 2021, and is a control person of the firm.
Is Alex Mathe-Cathala a financial advisor?
Yes. Alex Mathe-Cathala has a current investment-adviser registration, through Lifeworks Advisors since April 2021.
How many years of experience does Alex Mathe-Cathala have?
Alex Mathe-Cathala has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has Alex Mathe-Cathala passed?
Alex Mathe-Cathala passed the Series 65 in February 2021.
Where is Alex Mathe-Cathala based?
Alex Mathe-Cathala’s registered office is in Huntington Beach, CA.
Is Alex Mathe-Cathala registered with FINRA?
No. Alex Mathe-Cathala has no current broker registration.
How can I verify Alex Mathe-Cathala’s record?
Search CRD 7357471 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Mathe-Cathala’s full registration record.
