Brett Smith, Director of Operations of Lifeworks Advisors (Grand Rapids, MI)

Career

Brett Smith is a control person of Lifeworks Advisors and directly owns under 5% of it.

Lifeworks Advisors is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $967 million, as filed on 17 June 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 6476101
Firm: Lifeworks Advisors · CRD 288255
Role: Director of Operations
In role since: July 2017 · 9 years
Control person: Yes
Direct ownership: Under 5%
Firm headquarters: Grand Rapids, MI
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Brett Smith work?

Brett Smith has been Director of Operations of Lifeworks Advisors, LLC since July 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 June 2026

How can I verify Brett Smith’s record?

Brett Smith’s role is listed on Lifeworks Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 288255.

Source: Form ADV, Schedule A, filed 17 June 2026

Leadership at Lifeworks Advisors

Sources

IAPD individual lookup, CRD 6476101, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Lifeworks Advisors, LLC, filed 17 June 2026. Title, control and ownership bands.