LIFEWORKS ADVISORS, LLC
CRD #288255 SEC #801-119648 GRAND RAPIDS, MI (616) 200-6512
SEC Registered
Total AUM
$742.3M
Discretionary
$689M
Employees
40
Clients
--
Accounts
3,785
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $742.3M | $689M | $53.3M | 40 | 0 |
| Aug 2025 | $742.3M | $689M | $53.3M | 40 | 0 |
| Mar 2025 | $742.3M | $689M | $53.3M | 40 | 0 |
| Mar 2025 | $742.3M | $689M | $53.3M | 40 | 0 |
| Feb 2025 | $742.3M | $689M | $53.3M | 40 | 0 |
| Nov 2024 | $421.8M | $376.6M | $45.2M | 32 | 0 |
| Sep 2024 | $421.8M | $376.6M | $45.2M | 32 | 0 |
| Jun 2024 | $421.8M | $376.6M | $45.2M | 32 | 0 |
| Jun 2024 | $421.8M | $376.6M | $45.2M | 31 | 0 |
| Jun 2024 | $421.8M | $376.6M | $45.2M | 31 | 0 |
| May 2024 | $421.8M | $376.6M | $45.2M | 31 | 0 |
| May 2024 | $421.8M | $376.6M | $45.2M | 31 | 0 |
| Mar 2024 | $421.8M | $376.6M | $45.2M | 31 | 0 |
| Jan 2024 | $261.2M | $231.2M | $30M | 24 | 0 |
| Jan 2024 | $261.2M | $231.2M | $30M | 24 | 0 |
| Dec 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Nov 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Oct 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Oct 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Sep 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Sep 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Jul 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Jun 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Apr 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Apr 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Mar 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Mar 2023 | $261.2M | $231.2M | $30M | 24 | 0 |
| Feb 2023 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Jan 2023 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Jan 2023 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Jan 2023 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Dec 2022 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Dec 2022 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Aug 2022 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Jul 2022 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Jun 2022 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Apr 2022 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Mar 2022 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Mar 2022 | $201.5M | $174.6M | $26.8M | 30 | 0 |
| Feb 2022 | $122.4M | $101.5M | $20.9M | 19 | 0 |
| Jan 2022 | $122.4M | $101.5M | $20.9M | 19 | 0 |
| Nov 2021 | $122.4M | $101.5M | $20.9M | 19 | 0 |
| Nov 2021 | $122.4M | $101.5M | $20.9M | 19 | 0 |
| Nov 2021 | $122.4M | $101.5M | $20.9M | 19 | 0 |
| Aug 2021 | $122.4M | $101.5M | $20.9M | 19 | 0 |
| Apr 2021 | $122.4M | $101.5M | $20.9M | 19 | 0 |
| Mar 2021 | $122.4M | $101.5M | $20.9M | 19 | 0 |
| Dec 2020 | $103.9M | $85.7M | $18.2M | 11 | 0 |
| Sep 2020 | $103.9M | $85.7M | $18.2M | 11 | 0 |
DateSep 2025
Total AUM$742.3M
Discretionary$689M
Non-Disc.$53.3M
Employees40
Clients0
DateAug 2025
Total AUM$742.3M
Discretionary$689M
Non-Disc.$53.3M
Employees40
Clients0
DateMar 2025
Total AUM$742.3M
Discretionary$689M
Non-Disc.$53.3M
Employees40
Clients0
DateMar 2025
Total AUM$742.3M
Discretionary$689M
Non-Disc.$53.3M
Employees40
Clients0
DateFeb 2025
Total AUM$742.3M
Discretionary$689M
Non-Disc.$53.3M
Employees40
Clients0
DateNov 2024
Total AUM$421.8M
Discretionary$376.6M
Non-Disc.$45.2M
Employees32
Clients0
DateSep 2024
Total AUM$421.8M
Discretionary$376.6M
Non-Disc.$45.2M
Employees32
Clients0
DateJun 2024
Total AUM$421.8M
Discretionary$376.6M
Non-Disc.$45.2M
Employees32
Clients0
DateJun 2024
Total AUM$421.8M
Discretionary$376.6M
Non-Disc.$45.2M
Employees31
Clients0
DateJun 2024
Total AUM$421.8M
Discretionary$376.6M
Non-Disc.$45.2M
Employees31
Clients0
DateMay 2024
Total AUM$421.8M
Discretionary$376.6M
Non-Disc.$45.2M
Employees31
Clients0
DateMay 2024
Total AUM$421.8M
Discretionary$376.6M
Non-Disc.$45.2M
Employees31
Clients0
DateMar 2024
Total AUM$421.8M
Discretionary$376.6M
Non-Disc.$45.2M
Employees31
Clients0
DateJan 2024
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateJan 2024
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateDec 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateNov 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateOct 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateOct 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateSep 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateSep 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateJul 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateJun 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateApr 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateApr 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateMar 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateMar 2023
Total AUM$261.2M
Discretionary$231.2M
Non-Disc.$30M
Employees24
Clients0
DateFeb 2023
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateJan 2023
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateJan 2023
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateJan 2023
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateDec 2022
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateDec 2022
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateAug 2022
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateJul 2022
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateJun 2022
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateApr 2022
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateMar 2022
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateMar 2022
Total AUM$201.5M
Discretionary$174.6M
Non-Disc.$26.8M
Employees30
Clients0
DateFeb 2022
Total AUM$122.4M
Discretionary$101.5M
Non-Disc.$20.9M
Employees19
Clients0
DateJan 2022
Total AUM$122.4M
Discretionary$101.5M
Non-Disc.$20.9M
Employees19
Clients0
DateNov 2021
Total AUM$122.4M
Discretionary$101.5M
Non-Disc.$20.9M
Employees19
Clients0
DateNov 2021
Total AUM$122.4M
Discretionary$101.5M
Non-Disc.$20.9M
Employees19
Clients0
DateNov 2021
Total AUM$122.4M
Discretionary$101.5M
Non-Disc.$20.9M
Employees19
Clients0
DateAug 2021
Total AUM$122.4M
Discretionary$101.5M
Non-Disc.$20.9M
Employees19
Clients0
DateApr 2021
Total AUM$122.4M
Discretionary$101.5M
Non-Disc.$20.9M
Employees19
Clients0
DateMar 2021
Total AUM$122.4M
Discretionary$101.5M
Non-Disc.$20.9M
Employees19
Clients0
DateDec 2020
Total AUM$103.9M
Discretionary$85.7M
Non-Disc.$18.2M
Employees11
Clients0
DateSep 2020
Total AUM$103.9M
Discretionary$85.7M
Non-Disc.$18.2M
Employees11
Clients0