Lifeworks Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 288255
· SEC file 801-119648
· Grand Rapids, MI
· brightadvisers.com
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ADV data as of Jun 17, 2026
- Regulatory AUM
- $967M
- Discretionary
- $912M
- Clients
- 1,814
- Avg AUM / client
- $533K
- Accounts
- 4,836
- Employees
- 48
AUM over time
$104M
$967M
Sep 2020
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Investments (13F portfolio — 297 positions, $779,387,901)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Index Shs Fds | STATE STREET SPD | $53,124,613 | 1,163,737 | 6.82% | 5.5% |
| 2 | Ishares Tr | US TREAS BD ETF | $26,081,167 | 1,138,418 | 3.35% | 2.7% |
| 3 | Ishares Tr | IBOXX INV CP ETF | $20,379,125 | 186,982 | 2.61% | 2.11% |
| 4 | Ishares Gold Tr | ISHARES NEW | $18,381,978 | 208,507 | 2.36% | 1.9% |
| 5 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $17,789,398 | 370,227 | 2.28% | 1.84% |
| 6 | Ishares Tr | MBS ETF | $17,698,288 | 186,396 | 2.27% | 1.83% |
| 7 | Vanguard Malvern Fds | STRM INFPROIDX | $15,431,390 | 308,937 | 1.98% | 1.6% |
| 8 | Spdr Gold Tr | GOLD SHS | $14,128,934 | 32,836 | 1.81% | 1.46% |
| 9 | Fidelity Covington Trust | MSCI INFO TECH I | $11,827,323 | 56,848 | 1.52% | 1.22% |
| 10 | Dell Technologies Inc | CL C | $10,982,684 | 66,915 | 1.41% | 1.14% |
| 11 | Ishares S&P Gsci Commodity | UNIT BEN INT | $10,899,817 | 337,979 | 1.4% | 1.13% |
| 12 | Seagate Technology Hldngs Pl | ORD SHS | $10,866,238 | 27,737 | 1.39% | 1.12% |
| 13 | Gilead Sciences Inc | COM | $10,349,875 | 74,262 | 1.33% | 1.07% |
| 14 | Fidelity Covington Trust | MSCI INDL INDX | $9,716,154 | 112,300 | 1.25% | 1.01% |
| 15 | Apple Inc | COM | $9,299,513 | 36,643 | 1.19% | 0.96% |
| 16 | Altria Group Inc | COM | $9,093,139 | 137,796 | 1.17% | 0.94% |
| 17 | Johnson & Johnson | COM | $9,018,679 | 36,895 | 1.16% | 0.93% |
| 18 | Microsoft Corp | COM | $8,759,388 | 23,663 | 1.12% | 0.91% |
| 19 | Abbvie Inc | COM | $8,633,790 | 39,697 | 1.11% | 0.89% |
| 20 | Jabil Inc | COM | $8,605,444 | 32,396 | 1.1% | 0.89% |
| 21 | Merck & Co Inc | COM | $8,118,630 | 67,492 | 1.04% | 0.84% |
| 22 | Paccar Inc | COM | $8,002,100 | 69,282 | 1.03% | 0.83% |
| 23 | Southern Co | COM | $7,945,468 | 82,319 | 1.02% | 0.82% |
| 24 | Corning Inc | COM | $7,940,310 | 58,398 | 1.02% | 0.82% |
| 25 | Ishares Bitcoin Trust Etf | SHS BEN INT | $7,861,177 | 204,612 | 1.01% | 0.81% |
Top 25 of 297 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,337 | $248M | 25.6% |
| High net worth individuals | 435 | $649M | 67.1% |
| Pension and profit sharing plans | 33 | $54.4M | 5.63% |
| Charitable organizations | Fewer than 5 clients | $459K | 0.05% |
| Corporations and other businesses | 9 | $15.2M | 1.58% |
People (46)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kurt Allan Van Dyken | Chief Compliance Officer, Co Founder, Partner, And Wealth Management Advisor | Apr 2017 (9y) | ≈ 18.75% – 50% via Lifeworks Holdings, Llc | |
| Ronald Shane Bullis | Chief Executive Officer, Co Founder, And Partner | Apr 2017 (9y) | ≈ 18.75% – 50% via Lifeworks Holdings, Llc | |
| Smith, Brett, Allen | Director Of Operations | Jul 2017 (9y) | Less than 5% | |
| Allen, Robert, Anthony | Chief Technology Officer | Mar 2020 (6y) | Less than 5% | |
| Alex Andre Jean Mathe Cathala | Chief Investment Officer | Jan 2021 (6y) | Less than 5% | |
| Brandyn Tylar Polmateer | Director Of Advisor Support | CFP Chartered Financial Consultant | Sep 2023 (3y) | Less than 5% |
| Eric David Olivero | Registered representative | CFP | Aug 2018 (8y) | |
| Christopher Matthew Gervat | Registered representative | Aug 2020 (6y) | ||
| Keith Allen Severson | Registered representative | Nov 2021 (5y) | ||
| Christopher Alan Patterson | Registered representative | Jan 2022 (5y) | ||
| Trevor Steven Herin | Registered representative | Jun 2022 (4y) | ||
| Philip Telpner | Registered representative | Jan 2023 (4y) | ||
| Frank Gerald Ohara | Registered representative | Feb 2023 (3y) | ||
| Jonathan Moser Spatz | Registered representative | Mar 2023 (3y) | ||
| Ian James Wardle | Registered representative | Mar 2023 (3y) | ||
| Kevin Luu | Registered representative | Apr 2023 (3y) | ||
| Matthew Brooke Mullowney | Registered representative | Sep 2023 (3y) | ||
| Mark Gordon Hemenway | Registered representative | CFP | Dec 2023 (3y) | |
| Derek A Ghia | Registered representative | CFP | Jan 2024 (3y) | |
| Robert Eli Caldwell | Registered representative | Jan 2024 (3y) | ||
| Eric Christopher Restrepo | Registered representative | Mar 2024 (2y) | ||
| Christopher V Mercer | Registered representative | Apr 2024 (2y) | ||
| Peter Timothy Uihlein | Registered representative | CFP | May 2024 (2y) | |
| Ryan David Koopmans | Registered representative | May 2024 (2y) | ||
| Travis Wells Buck | Registered representative | May 2024 (2y) | ||
| Todd Stephen Smith | Registered representative | CFP Chartered Financial Consultant | Jun 2024 (2y) | |
| Carson James Grover | Registered representative | Jun 2024 (2y) | ||
| Jeffrey James Rainer | Registered representative | Chartered Financial Consultant | Sep 2024 (2y) | |
| Isaiah Peterson | Registered representative | Oct 2024 (2y) | ||
| Kathleen Luu Chou | Registered representative | Nov 2024 (2y) | ||
| Christopher James Bowman | Registered representative | CFP | Jan 2025 (2y) | |
| Leyton David Bohren | Registered representative | Aug 2025 (1y) | ||
| Thomas Carl Herin | Registered representative | Nov 2025 (1y) | ||
| Elliot Parker Borge | Registered representative | CFP Chartered Financial Consultant | Nov 2025 (1y) | |
| Isaac Rudy Pineda | Registered representative | Jan 2026 (1y) | ||
| Alexandra Amoruso Kennedy | Registered representative | CFP | Jan 2026 (1y) | |
| Aaron Thell Williams | Registered representative | Feb 2026 (0y) | ||
| Joseph Daniel Petrelli | Registered representative | Mar 2026 (0y) | ||
| Levene Marie Le Blanc Mc Lean | Registered representative | Mar 2026 (0y) | ||
| Marcus Vann Griffin | Registered representative | CFA | Apr 2026 (0y) | |
| Michael Demkiw | Registered representative | Apr 2026 (0y) | ||
| Michael Jon Forney | Registered representative | CFP | Apr 2026 (0y) | |
| Christian Tyler Smissen | Registered representative | CFP CFA | May 2026 (0y) | |
| Zachary Kyle Grimes | Registered representative | May 2026 (0y) | ||
| Sean Patrick Rawlings | Registered representative | May 2026 (0y) | ||
| Alexander Chang | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lifeworks Holdings, Llc | Member | Mar 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kurt Allan Van Dyken: 25% – 50% of Lifeworks Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Ronald Shane Bullis: 25% – 50% of Lifeworks Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $658M (68% of AUM) Jun 2026
- Truist Financial Corp $151M (16% of AUM) Jun 2026
- Altruist Financial $151M (16% of AUM) Jun 2026
- Apex Clearing $104M (11% of AUM) Jun 2026
- Professional Capital Services $43.8M (10% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗