{
  "crd_number": 288255,
  "slug": "lifeworks-advisors-llc-grand-rapids-mi-288255",
  "primary_business_name": "LIFEWORKS ADVISORS, LLC",
  "legal_name": "LIFEWORKS ADVISORS, LLC",
  "dbas": [
    "BREAKOUT PRIVATE WEALTH LLC",
    "BRIGHT ADVISERS",
    "CADILLAC WEALTH ADVISORS",
    "EPIC INCOME ADVISORS",
    "LEVEL 5 FINANCIAL, LLC",
    "NORTH CORNER WEALTH",
    "THRIVEALIKE"
  ],
  "city": "Grand Rapids",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "24340",
  "metro": {
    "cbsa_code": "24340",
    "common_name": "Grand Rapids",
    "msa_name": "Grand Rapids-Wyoming-Kentwood, MI",
    "path": "/advisors/mi/grand-rapids"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-10-14",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-17",
  "carried_forward": false,
  "raum_total": 966701542.0,
  "raum_discretionary": 912319705.0,
  "raum_non_discretionary": 54381837.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 48,
  "advisory_employees": 40,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 458944.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 247807052.0,
      "count": 1337
    },
    "pension_profit_sharing": {
      "raum": 54381837.0,
      "count": 33
    },
    "high_net_worth_individuals": {
      "raum": 648824445.0,
      "count": 435
    },
    "corporations_other_businesses": {
      "raum": 15229264.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MT",
    "NC",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://breakoutprivatewealth.com",
    "https://brightadvisers.com",
    "https://epicincomeadvisors.com",
    "https://facebook.com/LIFEWORKS-ADVISORS-234922080362791",
    "https://facebook.com/brightadvisersteam",
    "https://instagram.com/brightadvisers",
    "https://instagram.com/lifeworksadvisors",
    "https://lifeworksadvisors.com",
    "https://linkedin.com/company/bright-advisers",
    "https://linkedin.com/company/lifeworksadvisors",
    "https://linkedin.com/in/breakoutprivatewealth",
    "https://thrivealike.com",
    "https://twitter.com/PTelp",
    "https://twitter.com/brightadvisers",
    "https://twitter.com/lifeworks_ria",
    "https://youtube.com/channel/UC-gngqcFyFLV9qlCqJNVSoA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288255",
  "city_as_filed": "GRAND RAPIDS",
  "url": "https://advisorcensus.com/firm/lifeworks-advisors-llc-grand-rapids-mi-288255",
  "display_name": "Lifeworks Advisors, LLC",
  "summary": "Lifeworks Advisors, LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 17, 2026.",
  "citation": "AdvisorCensus. Lifeworks Advisors, LLC (CRD 288255): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Lifeworks Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lifeworks Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Lifeworks Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 states: Flat fee: up to $50,000 (onboarding fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lifeworks Advisors, LLC located?",
      "a": "Lifeworks Advisors, LLC's principal office is in Grand Rapids, MI, according to its Form ADV; the July 2026 filing also lists 10 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Lifeworks Advisors, LLC registered with the SEC or a state?",
      "a": "Lifeworks Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288255."
    },
    {
      "q": "How much does Lifeworks Advisors, LLC manage?",
      "a": "Lifeworks Advisors, LLC reports $966,701,542 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (94% discretionary)."
    },
    {
      "q": "How have Lifeworks Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lifeworks Advisors, LLC: Regulatory assets under management: $122,426,284 in the October 2021 data and $966,701,542 in the October 2026 data, up 690%. Total employees: 19 in October 2021 and 48 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lifeworks Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,337); high net worth individuals (435); pension and profit sharing plans (but not the plan participants or government pension plans) (33)."
    },
    {
      "q": "Which custodians does Lifeworks Advisors, LLC use?",
      "a": "Lifeworks Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Apex Clearing Corporation and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lifeworks Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288255"
    },
    {
      "q": "Does Lifeworks Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 says: \"Lifeworks does not impose requirements to open or maintain an account and does not impose a minimum account size.\""
    },
    {
      "q": "What changed in Lifeworks Advisors, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Registered or notice-filed in NV."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 122426284.0,
      "total_employees": 19,
      "filing_date": "2021-08-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 201454756.0,
      "total_employees": 30,
      "filing_date": "2022-08-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 261198376.0,
      "total_employees": 24,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 421833413.0,
      "total_employees": 32,
      "filing_date": "2024-09-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 742298024.0,
      "total_employees": 40,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 966701542.0,
      "total_employees": 48,
      "filing_date": "2026-06-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 39 to 40."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 33 to 39.",
        "Regulatory assets under management went from $742,298,024 to $966,701,542 (+30%).",
        "Added an office in Wayne, NJ.",
        "No longer lists an office in Herndon, VA.",
        "No longer lists an office in Logan, UT.",
        "Registered or notice-filed in MD."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in NJ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $50,000 (onboarding fee)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Lifeworks does not impose requirements to open or maintain an account and does not impose a minimum account size."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 (onboarding fee)"
        ],
        "quotes": [
          "A one-time non-refundable onboarding fee of up to $ 50,000, which will be invoiced in monthly installments over the course of the first 12 months of the engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "one_time",
          "service": "onboarding fee"
        }
      ]
    },
    "quotes": [
      "Lifeworks does not impose requirements to open or maintain an account and does not impose a minimum account size.",
      "A one-time non-refundable onboarding fee of up to $ 50,000, which will be invoiced in monthly installments over the course of the first 12 months of the engagement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lifeworks-advisors-llc-grand-rapids-mi-288255.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1337,
      "fewer_than_5": false,
      "raum": 247807052.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 435,
      "fewer_than_5": false,
      "raum": 648824445.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 33,
      "fewer_than_5": false,
      "raum": 54381837.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 458944.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 15229264.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288255",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}