# Lifeworks Advisors, LLC

> 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.

- CRD: 288255
- Filed as: LIFEWORKS ADVISORS, LLC
- Also doing business as: BREAKOUT PRIVATE WEALTH LLC, BRIGHT ADVISERS, CADILLAC WEALTH ADVISORS, EPIC INCOME ADVISORS, LEVEL 5 FINANCIAL, LLC, NORTH CORNER WEALTH, THRIVEALIKE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288255
- AdvisorCensus page: https://advisorcensus.com/firm/lifeworks-advisors-llc-grand-rapids-mi-288255

## Quick answers

**How is Lifeworks Advisors, LLC compensated?**
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).

**How much does Lifeworks Advisors, LLC charge?**
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.

**Where is Lifeworks Advisors, LLC located?**
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).

**Is Lifeworks Advisors, LLC registered with the SEC or a state?**
Lifeworks Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288255.

**How much does Lifeworks Advisors, LLC manage?**
Lifeworks Advisors, LLC reports $966,701,542 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (94% discretionary).

**How have Lifeworks Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Lifeworks Advisors, LLC serve?**
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).

**Which custodians does Lifeworks Advisors, LLC use?**
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.

**Does Lifeworks Advisors, LLC report any disciplinary disclosures?**
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

**Does Lifeworks Advisors, LLC state an account minimum?**
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."

**What changed in Lifeworks Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in NV.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: None

> Lifeworks does not impose requirements to open or maintain an account and does not impose a minimum account size.

- Flat fee: up to $50,000 (onboarding fee)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Apex Clearing Corporation
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $966,701,542
- Discretionary: $912,319,705
- Non-discretionary: $54,381,837

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,337 | $247,807,052 |
| High net worth individuals | 435 | $648,824,445 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $54,381,837 |
| Charitable organizations | Fewer than 5 | $458,944 |
| Corporations or other businesses not listed above | 9 | $15,229,264 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 48 total, 40 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Brea, CA
- Colorado Springs, CO
- Danvers, MA
- Folsom, CA
- Glenview, IL
- Hickory, NC
- Logan, UT
- Scottsdale Road, AZ
- St. Francisville, LA
- Wayne, NJ

### Websites listed on Form ADV (Item 1.I)
- breakoutprivatewealth.com
- brightadvisers.com
- epicincomeadvisors.com
- lifeworksadvisors.com
- thrivealike.com
- Facebook @LIFEWORKS-ADVISORS-234922080362791
- Facebook @brightadvisersteam
- Instagram @brightadvisers
- Instagram @lifeworksadvisors
- LinkedIn @bright-advisers
- LinkedIn @lifeworksadvisors
- LinkedIn @breakoutprivatewealth
- X @PTelp
- X @brightadvisers
- X @lifeworks_ria
- YouTube @UC-gngqcFyFLV9qlCqJNVSoA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,426,284 | 19 | August 26, 2021 |
| October 2022 | $201,454,756 | 30 | August 5, 2022 |
| October 2023 | $261,198,376 | 24 | September 20, 2023 |
| October 2024 | $421,833,413 | 32 | September 5, 2024 |
| October 2025 | $742,298,024 | 40 | March 13, 2025 |
| October 2026 | $966,701,542 | 48 | June 17, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in NV.

### May 2026
- Employees performing advisory functions went from 39 to 40.

### April 2026
- 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.

### February 2026
- Registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifeworks Advisors, LLC (CRD 288255): Form ADV filing data as of October 2026.