DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Robert Matthew Sweas

Lifeworks Advisors, LLCindependent RIASt. Charles, Il IA-onlyIAPD 5001664

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Jul 28, 2026

In the industry

18 y

since Aug 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Lifeworks Advisors, LLC independent RIA current
since Jul 28, 2026 · Grand Rapids, Mi
Ipi Wealth Management, Inc. BD affiliated
Apr 16, 2026 to Jul 20, 2026 · St Charles, Il
Krm Financial Planning & Wealth Management, LLC independent RIA
Jan 2, 2026 to Apr 15, 2026 · St. Charles, Il
Arete Wealth Advisors, LLC BD affiliated
Jun 29, 2023 to Mar 23, 2026 · St. Charles, Il
Ausdal Financial Partners, Inc. independent RIA
Jan 7, 2010 to Jul 3, 2023 · Downers Grove, Il

Moves

a registration end followed by a registration begin elsewhere

Ipi Wealth Management, Inc. to Lifeworks Advisors, LLC
left Jul 20, 2026, registered Jul 28, 2026 (8 days) · Affiliated broker-dealer or bank to independent RIA
Krm Financial Planning & Wealth Management, LLC to Ipi Wealth Management, Inc.
left Apr 15, 2026, registered Apr 16, 2026 (1 days) · Other
Arete Wealth Advisors, LLC to Krm Financial Planning & Wealth Management, LLC
left Mar 23, 2026, registered Jan 2, 2026 (-80 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Ausdal Financial Partners, Inc. to Arete Wealth Advisors, LLC
left Jul 3, 2023, registered Jun 29, 2023 (-4 days) · RIA to affiliated broker-dealer or bank

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address