Lifeworks Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1,000 clients last fiscal year.
Lifeworks Advisors reports 1,814 clients. They include 1,337 individual clients, 435 high-net-worth individuals, and 33 pension and profit-sharing plans. Of its assets, 94.4% ($912M across 4,803 accounts) are managed with discretion; $54.4M across 33 accounts are not. A wrap fee program the firm both sponsors and manages holds $967M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 26% |
| High-net-worth individuals | 24% | 67% |
| Pension and profit-sharing plans | 2% | 6% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,337 | $248M | 25.6% | $185K |
| High-net-worth individuals | 435 | $649M | 67.1% | $1.49M |
| Pension and profit-sharing plans | 33 | $54.4M | 5.6% | $1.65M |
| Charitable organizations | Fewer than 5 | $459K | 0.0% | — |
| Corporations and other businesses | 9 | $15.2M | 1.6% | $1.69M |
| Total | 1,814 | $967M | 100% | — |
- Clients
- 1,337
- Regulatory AUM
- $248M
- AUM share
- 25.6%
- Avg. per client
- $185K
- Clients
- 435
- Regulatory AUM
- $649M
- AUM share
- 67.1%
- Avg. per client
- $1.49M
- Clients
- 33
- Regulatory AUM
- $54.4M
- AUM share
- 5.6%
- Avg. per client
- $1.65M
- Clients
- Fewer than 5
- Regulatory AUM
- $459K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $15.2M
- AUM share
- 1.6%
- Avg. per client
- $1.69M
Total
- Clients
- 1,814
- Regulatory AUM
- $967M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Lifeworks Advisors charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Standalone financial planning has a one-time onboarding fee of up to $50,000 over the first 12 months, then up to $4,167 a month, or a project fee of up to $50,000.
Lifeworks Holdings, LLC owns 75% or more of Lifeworks Advisors and is in turn owned by Kurt Van Dyken (25–50%) and Ronald Bullis (25–50%). Ronald Bullis is CEO; the leadership team includes Chief Investment Officer Alex Mathe-Cathala and Chief Compliance Officer Kurt Van Dyken. It has 48 employees, 40 of them in advisory roles.
Staff
- 48 employees
- 40 in advisory functions
- 40 state-registered reps
- 29 insurance agents
- Owns 75% or more of Lifeworks Advisors, LLC
Lifeworks Holdings, LLC
Control person · since March 2020
- Owns 25% to 50% of Lifeworks Holdings, LLC
Kurt Van Dyken
Control person · since March 2020
- Owns 25% to 50% of Lifeworks Holdings, LLC
Ronald Bullis
Control person · since March 2020
Lifeworks Advisors’ regulatory assets grew 7.9× from $122M (April 2021) to $967M (June 2026); clients rose from 302 to 1,814 and employees from 19 to 48.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $967M | 1,814 | 48 | 37 |
| Mar 2025March 2025 | $742M | 1,479 | 40 | 30 |
| Jun 2024June 2024 | $422M | 827 | 32 | 25 |
| Jul 2023July 2023 | $261M | 518 | 24 | 14 |
| Jul 2022July 2022 | $201M | 455 | 30 | 6 |
| Apr 2021April 2021 | $122M | 302 | 19 | 3 |
Besides its headquarters, Lifeworks Advisors has 36 offices (15 private residences, listed without an address), with 11 listed addresses across 10 states.
California · 2 listed addresses
- 135 S State College BLVD, Brea
- 1024 Iron Point Road, Folsom
Arizona · 1 listed address
- 14555 N Scottsdale RD, Scottsdale Road
Colorado · 1 listed address
- 102 S Tejon St., Colorado Springs
Illinois · 1 listed address
- 2700 Patriot, Glenview
Louisiana · 1 listed address
- 7355 US-61, St. Francisville
Massachusetts · 1 listed address
- 8 Doty Av, Danvers
Michigan · 1 listed address
- 4095 Park East CT., Ste. C, Grand RapidsHQ
New Jersey · 1 listed address
- 75 Lake Drive West, Wayne
North Carolina · 1 listed address
- 2571 Springs Road Ne, Hickory
Utah · 1 listed address
- 701 S Main St, Logan
Other business names
Lifeworks Advisors has reported 7 other business names to the SEC.
- Breakout Private Wealth LLC
- Bright Advisers
- Cadillac Wealth Advisors
- Epic Income Advisors
- Level 5 Financial, LLC
- North Corner Wealth
- Thrivealike
Contact and registration details
- Legal name
- Lifeworks Advisors, LLC
- Headquarters
- 4095 Park East CT., Ste. C, Grand Rapids, MI 49546
- Website
- lifeworksadvisors.com
- Phone
- 616-200-6512
- @lifeworksadvisors
- SEC file
- 801-119648
- Structure
- Michigan LLC
- Fiscal year end
- December
Lifeworks Advisors’ named custodians for separately managed accounts are Charles Schwab ($658M, 72%), Altruist ($151M, 17%) and Apex Clearing ($104M, 11%). Lifeworks Advisors has custody of $300M for 1,289 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $658M72%
- Apex ClearingApex Clearing Corporation · Dallas, TX · $104M11%
- AltruistAltruist Financial LLC · Dallas, TX · $151M17%
At year end, Lifeworks Advisors’ separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $955M across 337 positions; the largest are SPDR Index Shs Fds (6.6%), iShares TR (2.8%) and Dell Technologies Inc. (2.8%).
What the accounts hold
- Stocks89%
- Funds4%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash4%
- Other1%
- Derivatives1%
How many clients does Lifeworks Advisors have?
Lifeworks Advisors has 1,814 clients and manages $967 million for them, as of June 2026. They include 1,337 individual clients, 435 high-net-worth individuals, and 33 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 June 2026
What services does Lifeworks Advisors offer?
Lifeworks Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lifeworks Advisors charge?
Lifeworks Advisors charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Which custodians does Lifeworks Advisors use?
Lifeworks Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $658M, Altruist Financial LLC (Dallas, TX), with $151M and Apex Clearing Corporation (Dallas, TX), with $104M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 June 2026
How many financial advisors does Lifeworks Advisors have?
Lifeworks Advisors has 40 investment adviser representatives registered with state securities authorities, out of 48 employees, and 40 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 29 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lifeworks Advisors invest in?
At the end of its last fiscal year, Lifeworks Advisors’ separately managed accounts held 89% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lifeworks Advisors?
Lifeworks Advisors is owned through a holding company by Kurt Van Dyken and Ronald Bullis. Its direct owner is Lifeworks Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 June 2026
How does Lifeworks Advisors get paid?
Lifeworks Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lifeworks Advisors?
Lifeworks Advisors’ main office is at 4095 Park East CT., Ste. C, Grand Rapids, MI 49546. Its phone number is 616-200-6512. Its website is lifeworksadvisors.com.
