Robert Allen 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.
- CRD
- 7890327
- Firm
- Lifeworks Advisors · CRD 288255
- Role
- Chief Technology Officer
- In role since
- March 2020 · 6 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
Where does Robert Allen work?
Robert Allen has been Chief Technology Officer of Lifeworks Advisors, LLC since March 2020, and is a control person of the firm.
How can I verify Robert Allen’s record?
Robert Allen’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.
