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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIFEWORKS ADVISORS, LLC

CRD 288255

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87c31920-c858-805a-4e78-55277bd2ec24

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 69
Dated events: 30
On other graphs: 0
Observed: Sep 17, 2020 to Jun 17, 2026
54 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $967MItem 5.F on the latest filing (2026-06-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $912M
Private client RAUM: $897MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 43
RAUM per advisor: $22.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 48
Advisory employees: 40
Offices: 36Schedule D 1.F, beyond the principal office
Accounts: 4,836
Individual clients: 1,337
High net worth clients: 435
Custody, client assets: $300M
SEC number: 801-119648
CIK: 1882132
CRD: 288255
Filings on the tape: 54
First filed: Sep 17, 2020
Latest filed: Jun 17, 2026
Organised: Limited Liability Company, MI
Website: lifeworksadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 45

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KURT ALLAN VAN DYKEN	n/a	GRAND RAPIDS, MI	9	20	2	no
Eric David Olivero	Certified Financial Planner	GRAND RAPIDS, MI	8	12	n/a	no
Christopher Matthew Gervat	n/a	GRAND RAPIDS, MI	6	14	1	no
KEITH ALLEN SEVERSON	n/a	GRAND RAPIDS, MI \| Maple Grove, MN	4	38	1	no
CHRISTOPHER ALAN PATTERSON	n/a	GRAND RAPIDS, MI \| ST JOHNS, FL	4	25	7	no
TREVOR STEVEN HERIN	n/a	GRAND RAPIDS, MI	4	14	1	no
Philip Telpner	n/a	Glenview, IL \| GRAND RAPIDS, MI	3	26	3	no
FRANK GERALD OHARA	n/a	GRAND RAPIDS, MI \| HERNDON, VA	3	38	2	no
IAN JAMES WARDLE	n/a	GRAND RAPIDS, MI \| LAGUNA BEACH, CA	3	12	1	no
KEVIN LUU	n/a	GRAND RAPIDS, MI \| BREA, CA	3	25	2	no
SEAN Patrick RAWLINGS	n/a	GRAND RAPIDS, MI \| SCOTTSDALE, AZ	3	11	1	no
MATTHEW BROOKE MULLOWNEY	n/a	ST. FRANCISVILLE, LA \| GRAND RAPIDS, MI	3	12	3	no
Mark Gordon Hemenway	Certified Financial Planner	GRAND RAPIDS, MI \| Danvers, MA	2	18	1	no
DEREK A GHIA	Certified Financial Planner	FRANKLIN, TN \| GRAND RAPIDS, MI	2	17	4	no
Robert Eli Caldwell	n/a	GRAND RAPIDS, MI \| NASHVILLE, TN	2	11	2	no
Eric Christopher Restrepo	n/a	EL DORADO HILLS, CA \| GRAND RAPIDS, MI	2	14	3	no
CHRISTOPHER V MERCER	n/a	Glenview, IL \| GRAND RAPIDS, MI	2	17	4	no
PETER TIMOTHY UIHLEIN	Certified Financial Planner	GRAND RAPIDS, MI \| Indianapolis, IN	2	16	6	no
TRAVIS WELLS BUCK	n/a	GRAND RAPIDS, MI \| Bozeman, MT	2	12	2	no
Ryan David Koopmans	Certified Financial Planner	GRAND RAPIDS, MI \| Brentwood, CA	2	25	1	no
TODD STEPHEN SMITH	Certified Financial Planner\|Chartered Financial Consultant	Colorado Springs, CO \| GRAND RAPIDS, MI	2	28	3	no
Carson James Grover	n/a	GRAND RAPIDS, MI \| Logan, UT	2	14	4	no
JEFFREY JAMES RAINER	Chartered Financial Consultant	Pagosa Springs, CO \| GRAND RAPIDS, MI	2	26	2	no
Isaiah Peterson	n/a	GRAND RAPIDS, MI	1	12	n/a	no
KATHLEEN LUU CHOU	n/a	GRAND RAPIDS, MI \| BREA, CA	1	22	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Allen, Robert, Anthony	CHIEF TECHNOLOGY OFFICER	Na	yes	03/2020	Jun 17, 2026	Jun 17, 2026
BULLIS, RONALD, SHANE	CHIEF EXECUTIVE OFFICER, CO- FOUNDER, AND PARTNER	Na	yes	04/2017	Jun 17, 2026	Jun 17, 2026
LIFEWORKS HOLDINGS, LLC	Member	E	yes	03/2020	Jun 17, 2026	Jun 17, 2026
Mathe-Cathala, Alex, Andre Jean	CHIEF INVESTMENT OFFICER	Na	yes	01/2021	Jun 17, 2026	Jun 17, 2026
Smith, Brett, Allen	DIRECTOR OF OPERATIONS	Na	yes	07/2017	Jun 17, 2026	Jun 17, 2026
VAN DYKEN, KURT, ALLAN	CHIEF COMPLIANCE OFFICER, CO- FOUNDER, PARTNER, AND WEALTH MANAGEMENT ADVISOR	Na	yes	04/2017	Jun 17, 2026	Jun 17, 2026
BULLIS, RONALD, SHANE	MANAGING MEMBER	C	yes	03/2020	Sep 17, 2020	Nov 22, 2024
POLMATEER, BRANDYN, TYLAR	DIRECTOR OF ADVISOR SUPPORT	Na	yes	09/2023	Oct 6, 2023	Nov 22, 2024
VAN DYKEN, KURT, ALLAN	MANAGING MEMBER	C	yes	03/2020	Sep 17, 2020	Nov 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LIFEWORKS TAX SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SCOTTSDALE ROAD	Az	United States	1	no
Brea	CA	United States	1	no
Folsom	CA	United States	1	no
COLORADO SPRINGS	Co	United States	1	no
Glenview	IL	United States	1	no
ST. FRANCISVILLE	La	United States	1	no
Danvers	Ma	United States	1	no
Hickory	Nc	United States	1	no
Logan	Ut	United States	1	no
Herndon	Va	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$967M	$912M	48	40	36	n/a	n/a
2024	Mar 13, 2025	$742M	$689M	40	33	29	n/a	n/a
2023	Mar 18, 2024	$422M	$377M	31	24	17	n/a	n/a
2022	Mar 8, 2023	$261M	$231M	24	16	10	n/a	n/a
2021	Mar 8, 2022	$201M	$175M	30	14	5	n/a	n/a
2020	Mar 3, 2021	$122M	$102M	19	7	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
14	5	9	11.6%	2	1	0	30	10

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$967M	$742M	30.2%	$261M	54.7%	48	40	36	29

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARDENT WEALTH MANAGEMENT	2	Jan 15, 2025	Dec 5, 2024	GRAND RAPIDS, MI	Team lift out	RIA to state RIA	6.5%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VINCERE WEALTH MANAGEMENT, LLC	3	Dec 31, 2024	May 13, 2024	INDIANAPOLIS, IN	Firm absorbed	RIA to RIA	100.0%
GREENSVIEW WEALTH MANAGEMENT	2	Jan 15, 2024	Jan 9, 2024	FRANKLIN, TN	Team lift out	RIA to RIA	100.0%
MML INVESTORS SERVICES, LLC	3	Jul 13, 2017	Jun 6, 2022	GRAND RAPIDS, MI	Team lift out	Other	0.1%

Relationships

Registered with (56)

← ROBERT MATTHEW SWEASAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← Alexander ChangAdvisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← SEAN Patrick RAWLINGSAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← ZACHARY KYLE GRIMESAdvisorregistration: current employment
May 19, 2026 to presentfactForm ADV
← CHRISTIAN TYLER SMISSENAdvisorregistration: current employment
May 19, 2026 to presentfactForm ADV
← MICHAEL JON FORNEYAdvisorregistration: current employment
Apr 29, 2026 to presentfactForm ADV
← Michael DemkiwAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← MARCUS VANN GRIFFINAdvisorregistration: current employment
Apr 8, 2026 to presentfactForm ADV
← Levene Marie LeBlanc-McLeanAdvisorregistration: current employment
Mar 10, 2026 to presentfactForm ADV
← Joseph Daniel PetrelliAdvisorregistration: current employment
Mar 10, 2026 to presentfactForm ADV
← AARON THELL WILLIAMSAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← ALEXANDRA AMORUSO KENNEDYAdvisorregistration: current employment
Jan 15, 2026 to presentfactForm ADV
← ISAAC RUDY PINEDAAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← Alex Andre Jean Mathe-CathalaAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Elliot Parker BorgeAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← THOMAS CARL HERINAdvisorregistration: current employment
Nov 10, 2025 to presentfactForm ADV
← Leyton David BohrenAdvisorregistration: current employment
Aug 14, 2025 to presentfactForm ADV
← CHRISTOPHER JAMES BOWMANAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← RONALD SHANE BULLISAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← KATHLEEN LUU CHOUAdvisorregistration: current employment
Nov 20, 2024 to presentfactForm ADV
← Isaiah PetersonAdvisorregistration: current employment
Oct 5, 2024 to presentfactForm ADV
← JEFFREY JAMES RAINERAdvisorregistration: current employment
Sep 4, 2024 to presentfactForm ADV
← Carson James GroverAdvisorregistration: current employment
Jun 25, 2024 to presentfactForm ADV
← TODD STEPHEN SMITHAdvisorregistration: current employment
Jun 18, 2024 to presentfactForm ADV
← PETER TIMOTHY UIHLEINAdvisorregistration: current employment
May 13, 2024 to presentfactForm ADV
← TRAVIS WELLS BUCKAdvisorregistration: current employment
May 13, 2024 to presentfactForm ADV
← Ryan David KoopmansAdvisorregistration: current employment
May 13, 2024 to presentfactForm ADV
← CHRISTOPHER V MERCERAdvisorregistration: current employment
Apr 9, 2024 to presentfactForm ADV
← Eric Christopher RestrepoAdvisorregistration: current employment
Mar 5, 2024 to presentfactForm ADV
← DEREK A GHIAAdvisorregistration: current employment
Jan 9, 2024 to presentfactForm ADV
and 26 more

Moved with (4)

→ ARDENT WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Jan 15, 2025 to Dec 5, 2024factForm ADV
← VINCERE WEALTH MANAGEMENT, LLCRegistered adviser4 advisors, firm absorbed, same day
Dec 31, 2024 to May 13, 2024factForm ADV
← GREENSVIEW WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Jan 15, 2024 to Jan 9, 2024factForm ADV
← MML INVESTORS SERVICES, LLCRegistered adviser3 advisors, team lift out
Jul 13, 2017 to Jun 6, 2022factForm ADV

Controls (7)

← BULLIS, RONALD, SHANEOwnerMANAGING MEMBER, ownership code C, individual
Sep 17, 2020 to Nov 22, 2024factForm ADV
← VAN DYKEN, KURT, ALLANOwnerMANAGING MEMBER, ownership code C, individual
Sep 17, 2020 to Nov 22, 2024factForm ADV
← POLMATEER, BRANDYN, TYLAROwnerDIRECTOR OF ADVISOR SUPPORT, ownership code NA, individual
Oct 6, 2023 to Nov 22, 2024factForm ADV
← Smith, Brett, AllenOwnerDIRECTOR OF OPERATIONS, ownership code NA, individual
Mar 18, 2024 to Nov 22, 2024factForm ADV
← Mathe-Cathala, Alex, Andre JeanOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 8, 2023 to Nov 22, 2024factForm ADV
← Allen, Robert, AnthonyOwnerCHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Mar 18, 2024 to Nov 22, 2024factForm ADV
← LIFEWORKS HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Sep 17, 2020 to Nov 22, 2024factForm ADV

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 14, 2026
Advisor changed firm
Jonathan Moser Spatz left Lifeworks Advisors, Llc for Foundations Investment Advisors Llc (registered 2026-08-18)
Form ADVobserved 4 days ago
Occurred
May 4, 2026
Advisor changed firm
Darrin Patrick Worthington left Lifeworks Advisors, Llc for Sound Income Strategies, Llc (registered 2026-04-30)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2026
Advisor changed firm
Renee Elisabeth Marinez left Lifeworks Advisors, Llc for Brighton Jones Llc (registered 2025-12-09)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2026
Regulatory AUM changed
Lifeworks Advisors, Llc reported RAUM $966.7M, up 30% from $742.3M (2026-01-14 to 2026-03-10)
Form ADVobserved 4 days ago
$224M
Occurred
Mar 3, 2026
Advisor changed firm
Darren James Vilardo left Lifeworks Advisors, Llc for Tekton Wealth Advisors (registered 2026-03-04)
Form ADVobserved 4 days ago
Occurred
Jan 26, 2026
Advisor changed firm
Sean Robert Sullivan left Lifeworks Advisors, Llc for Thrivealike Llc (registered 2026-01-09)
Form ADVobserved 4 days ago
Occurred
Aug 5, 2025
Advisor changed firm
Brandyn Tylar Polmateer left Lifeworks Advisors, Llc for Mml Investors Services, Llc (registered 2025-08-04)
Form ADVobserved 4 days ago
Occurred
Mar 4, 2025
Regulatory AUM changed
Lifeworks Advisors, Llc reported RAUM $742.3M, up 76% from $421.8M (2024-11-22 to 2025-03-04)
Form ADVobserved 4 days ago
$320M
Occurred
Jan 15, 2025
Team lift-out
2 advisors left Lifeworks Advisors, LLC (Grand Rapids, MI) for Ardent Wealth Management on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 15, 2025
Advisor changed firm
Matthew Daniel Gusky left Lifeworks Advisors, Llc for Ardent Wealth Management (registered 2024-12-05)
Form ADVobserved 4 days ago
Occurred
Jan 15, 2025
Advisor changed firm
Patricia Ann Lloyd left Lifeworks Advisors, Llc for Ardent Wealth Management (registered 2024-11-08)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Firm absorbed
Vincere Wealth Management, LLC's advisors moved to Lifeworks Advisors, LLC (Indianapolis, IN): 4 of 4 registered, on the same day
Form ADVobserved 4 days ago
4 advisors
Occurred
Mar 18, 2024
Regulatory AUM changed
Lifeworks Advisors, Llc reported RAUM $421.8M, up 61% from $261.2M (2024-01-17 to 2024-03-18)
Form ADVobserved 4 days ago
$161M
Occurred
Mar 18, 2024
Control person joined
Allen Brett Smith (Director Of Operations) appeared on Schedule A of Lifeworks Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 18, 2024
Control person joined
Anthony Robert Allen (Chief Technology Officer) appeared on Schedule A of Lifeworks Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Jan 15, 2024
Team lift-out
2 advisors left Greensview Wealth Management (Franklin, TN) for Lifeworks Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 21, 2023
Advisor changed firm
Ronald Allen Freeman left Lifeworks Advisors, Llc for Lifepath Advisors, Llc (registered 2025-07-16)
Form ADVobserved 4 days ago
Occurred
Oct 16, 2023
Advisor changed firm
Kenneth Morgensai left Lifeworks Advisors, Llc for Edward Jones (registered 2024-01-31)
Form ADVobserved 4 days ago
Occurred
Oct 6, 2023
Control person joined
Brandyn Polmateer (Director Of Advisor Support) appeared on Schedule A of Lifeworks Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 8, 2023
Control person joined
Andre Jean Alex Mathe-Cathala (Chief Investment Officer) appeared on Schedule A of Lifeworks Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Nov 3, 2022
Advisor changed firm
Shahram K Shafii left Lifeworks Advisors, Llc for Pacer Advisors, Inc. (registered 2022-11-03)
Form ADVobserved 4 days ago
Occurred
Nov 3, 2022
Advisor changed firm
Rory Richard left Lifeworks Advisors, Llc for Portfolio Dynamix (registered 2022-10-26)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2022
Advisor changed firm
Bradley I Ward left Lifeworks Advisors, Llc for Asset One Wealth Management, Llc (registered 2026-03-23)
Form ADVobserved 4 days ago
Occurred
Sep 17, 2020
First Form ADV filing
Lifeworks Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 6 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
Ryan David Koopmans no longer holds an investment adviser registration (last listed at Lifeworks Advisors, Llc on the 2026-09-14 feed)
Occurred
Sep 14, 2026
James Lewis Smith registered as an investment adviser representative at Lifeworks Advisors, Llc
Occurred
Sep 14, 2026
David Steven Zoller registered as an investment adviser representative at Lifeworks Advisors, Llc
Occurred
Mar 10, 2026
Lifeworks Advisors, Llc reported 36 offices beyond its principal office, up from 29 (2026-01-14 to 2026-03-10)
Occurred
Mar 4, 2025
Lifeworks Advisors, Llc reported 29 offices beyond its principal office, up from 24 (2024-11-22 to 2025-03-04)
Occurred
May 13, 2024
Lifeworks Advisors, Llc reported 22 offices beyond its principal office, up from 17 (2024-03-18 to 2024-05-13)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87c31920-c858-805a-4e78-55277bd2ec24
First observed: Sep 17, 2020
Last observed: Jun 17, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFEWORKS ADVISORS, LLC

CRD 288255

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87c31920-c858-805a-4e78-55277bd2ec24

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KURT ALLAN VAN DYKEN

n/a

GRAND RAPIDS, MI

Eric David Olivero

Certified Financial Planner

GRAND RAPIDS, MI

n/a

Christopher Matthew Gervat

n/a

GRAND RAPIDS, MI

KEITH ALLEN SEVERSON

n/a

GRAND RAPIDS, MI | Maple Grove, MN

CHRISTOPHER ALAN PATTERSON

n/a

GRAND RAPIDS, MI | ST JOHNS, FL

TREVOR STEVEN HERIN

n/a

GRAND RAPIDS, MI

Philip Telpner

n/a

Glenview, IL | GRAND RAPIDS, MI

FRANK GERALD OHARA

n/a

GRAND RAPIDS, MI | HERNDON, VA

IAN JAMES WARDLE

n/a

GRAND RAPIDS, MI | LAGUNA BEACH, CA

KEVIN LUU

n/a

GRAND RAPIDS, MI | BREA, CA

SEAN Patrick RAWLINGS

n/a

GRAND RAPIDS, MI | SCOTTSDALE, AZ

MATTHEW BROOKE MULLOWNEY

n/a

ST. FRANCISVILLE, LA | GRAND RAPIDS, MI

Mark Gordon Hemenway

Certified Financial Planner

GRAND RAPIDS, MI | Danvers, MA

DEREK A GHIA

Certified Financial Planner

FRANKLIN, TN | GRAND RAPIDS, MI

Robert Eli Caldwell

n/a

GRAND RAPIDS, MI | NASHVILLE, TN

Eric Christopher Restrepo

n/a

EL DORADO HILLS, CA | GRAND RAPIDS, MI

CHRISTOPHER V MERCER

n/a

Glenview, IL | GRAND RAPIDS, MI

PETER TIMOTHY UIHLEIN

Certified Financial Planner

GRAND RAPIDS, MI | Indianapolis, IN

TRAVIS WELLS BUCK

n/a

GRAND RAPIDS, MI | Bozeman, MT

Ryan David Koopmans

Certified Financial Planner

GRAND RAPIDS, MI | Brentwood, CA

TODD STEPHEN SMITH

Certified Financial Planner|Chartered Financial Consultant

Colorado Springs, CO | GRAND RAPIDS, MI

Carson James Grover

n/a

GRAND RAPIDS, MI | Logan, UT

JEFFREY JAMES RAINER

Chartered Financial Consultant

Pagosa Springs, CO | GRAND RAPIDS, MI

Isaiah Peterson

n/a

GRAND RAPIDS, MI

n/a

KATHLEEN LUU CHOU

n/a

GRAND RAPIDS, MI | BREA, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Allen, Robert, Anthony

CHIEF TECHNOLOGY OFFICER

yes

03/2020

Jun 17, 2026

BULLIS, RONALD, SHANE

CHIEF EXECUTIVE OFFICER, CO- FOUNDER, AND PARTNER

yes

04/2017

Jun 17, 2026

LIFEWORKS HOLDINGS, LLC

Member

yes

03/2020

Jun 17, 2026

Mathe-Cathala, Alex, Andre Jean

CHIEF INVESTMENT OFFICER

yes

01/2021

Jun 17, 2026

Smith, Brett, Allen

DIRECTOR OF OPERATIONS

yes

07/2017

Jun 17, 2026

VAN DYKEN, KURT, ALLAN

CHIEF COMPLIANCE OFFICER, CO- FOUNDER, PARTNER, AND WEALTH MANAGEMENT ADVISOR

yes

04/2017

Jun 17, 2026

BULLIS, RONALD, SHANE

MANAGING MEMBER

yes

03/2020

Sep 17, 2020

Nov 22, 2024

POLMATEER, BRANDYN, TYLAR

DIRECTOR OF ADVISOR SUPPORT

yes

09/2023

Oct 6, 2023

Nov 22, 2024

VAN DYKEN, KURT, ALLAN

MANAGING MEMBER

yes

03/2020

Sep 17, 2020

Nov 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LIFEWORKS TAX SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SCOTTSDALE ROAD

United States

Brea

United States

Folsom

United States

COLORADO SPRINGS

United States

Glenview

United States

ST. FRANCISVILLE

United States

Danvers

United States

Hickory

United States

Logan

United States

Herndon

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$967M

$912M

n/a

2024

Mar 13, 2025

$742M

$689M

n/a

2023

Mar 18, 2024

$422M

$377M

n/a

2022

Mar 8, 2023

$261M

$231M

n/a

2021

Mar 8, 2022

$201M

$175M

n/a

2020

Mar 3, 2021

$122M

$102M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$967M

$742M

30.2%

$261M

54.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARDENT WEALTH MANAGEMENT

Jan 15, 2025

Dec 5, 2024

GRAND RAPIDS, MI

Team lift out

RIA to state RIA

6.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VINCERE WEALTH MANAGEMENT, LLC

Dec 31, 2024

May 13, 2024

INDIANAPOLIS, IN

Firm absorbed

RIA to RIA

100.0%

GREENSVIEW WEALTH MANAGEMENT

Jan 15, 2024

Jan 9, 2024

FRANKLIN, TN

Team lift out

RIA to RIA

100.0%

MML INVESTORS SERVICES, LLC

Jul 13, 2017

Jun 6, 2022

GRAND RAPIDS, MI

Team lift out

Other

0.1%