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RIA / WealthAdvisorCertified Financial Planner18 years in industry

ROBERT MATTHEW SWEAS

Advisor at LIFEWORKS ADVISORS, LLC

ST. CHARLES, IL | GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:93459238-2b7b-e383-ed03-2389c8688b63

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jan 7, 2010 to Sep 14, 2026

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

Current firm: LIFEWORKS ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 7, 2009
First registration: Jan 7, 2010
Dual registered: no
IAPD individual key: 5001664

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFEWORKS ADVISORS, LLC	Independent wealth	Jul 28, 2026	n/a	yes	GRAND RAPIDS, MI\|ST. CHARLES, IL	Current employment
IPI WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Apr 16, 2026	Jul 20, 2026	no	St Charles, IL\|DECATUR, IL	Previous registration
KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC	Independent wealth	Jan 2, 2026	Apr 15, 2026	no	ST. CHARLES, IL	Previous registration
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Jun 29, 2023	Mar 23, 2026	no	St. Charles, IL\|CHICAGO, IL	Previous registration
AUSDAL FINANCIAL PARTNERS, INC.	Independent wealth	Jan 7, 2010	Jul 3, 2023	no	DOWNERS GROVE, IL\|DAVENPORT, IA\|OLATHE, KS\|GENEVA, IL\|ST. CHARLES, IL\|St. Charles, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
IPI WEALTH MANAGEMENT, INC.	LIFEWORKS ADVISORS, LLC	Jul 20, 2026	Jul 28, 2026	8	Firm change	Ibd to RIA
KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC	IPI WEALTH MANAGEMENT, INC.	Apr 15, 2026	Apr 16, 2026	1	Firm change	Other
ARETE WEALTH ADVISORS, LLC	KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC	Mar 23, 2026	Jan 2, 2026	-80	Firm change after gap	Ibd to new firm
AUSDAL FINANCIAL PARTNERS, INC.	ARETE WEALTH ADVISORS, LLC	Jul 3, 2023	Jun 29, 2023	-4	Firm change	RIA to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145488:338738:IL:2026-03-23	Mar 23, 2026	Jan 2, 2026	CHICAGO, IL	Firm change after gap

Relationships

Registered with (5)

→ LIFEWORKS ADVISORS, LLCRegistered adviserregistration: current employment
Jul 28, 2026 to presentfactForm ADV
→ IPI WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 16, 2026 to Jul 20, 2026factForm ADV
→ KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 2, 2026 to Apr 15, 2026factForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 29, 2023 to Mar 23, 2026factForm ADV
→ AUSDAL FINANCIAL PARTNERS, INC.Registered adviserregistration: previous registration
Jan 7, 2010 to Jul 3, 2023factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Robert Matthew Sweas left Ipi Wealth Management, Inc. for Lifeworks Advisors, Llc (registered 2026-07-28)
Form ADVobserved 5 days ago
Occurred
Apr 15, 2026
Advisor changed firm
Robert Matthew Sweas left Krm Financial Planning & Wealth Management, Llc for Ipi Wealth Management, Inc. (registered 2026-04-16)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Robert Matthew Sweas left Arete Wealth Advisors, Llc for Krm Financial Planning & Wealth Management, Llc (registered 2026-01-02)
Form ADVobserved 5 days ago
Occurred
Jul 3, 2023
Advisor changed firm
Robert Matthew Sweas left Ausdal Financial Partners, Inc. for Arete Wealth Advisors, Llc (registered 2023-06-29)
Form ADVobserved 5 days ago