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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
L•••••••• A•••••••• L••
Latest filing Jun 17, 2026
First filing on the tape Sep 17, 2020 · 54 filings
SEC status approved since Oct 14, 2020
RAUM
$967M
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
93%
$897M individuals and HNW
Advisors
43
registered through the firm on IAPD
RAUM per advisor
$22.5M
derived; firm RAUM over IAPD count
Employees
48
40 advisory (5.B.1)
Offices
36
beyond the principal office
Private funds
0
reported on Schedule D
History
54 filings and snapshots on the tape
RAUM$967M as of Jun 17, 2026
Mar 3, 2021$122M then
HNW client RAUM$649M as of Jun 17, 2026
Mar 3, 2021$75.2M then
State-registered IARs (5.B.3)40 as of Jun 17, 2026
Mar 3, 20217 then
Employees (5.A)48 as of Jun 17, 2026
Mar 3, 202119 then
Private funds: no history
RAUM +30% over the last fiscal year+55% a year over threeIARs 33 to 40offices 29 to 36
Practice profile
derived from the filing of Jun 17, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $22.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $199,897derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 5.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 1.2derived37 offices incl. principal (1.F.5)
- RAUM growth, one year
- +30%derivedbetween the last two annual amendments
- Advisor growth, one year
- +21%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +23%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Wrap fee program
- $967MreportedItem 5.I
- Custody
- $300M, 1,289 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$649M67%
- Individuals$248M26%
- Pension and profit-sharing plans$54.4M5.6%
- Corporations and businesses$15.2M1.6%
- Charitable organizations$458,9440.0%
- Individual clients
- 1,337reported
- HNW clients
- 435reported
- Pension plan clients
- 33reported
- Charitable clients
- n/areported
- Accounts
- 4,836reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $300M for 1,289 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
45 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| K••• A•••• V•• D•••• | Grand Rapids, Mi | Jul 3, 2017 | 20 y | 2 |
| E••• D•••• O••••••Certified Financial Planner | Grand Rapids, Mi | Aug 17, 2018 | 12 y | 0 |
| C••••••••• M•••••• G••••• | Grand Rapids, Mi | Aug 6, 2020 | 14 y | 1 |
| K•••• A•••• S••••••• | Grand Rapids, Mi | Nov 23, 2021 | 38 y | 1 |
| C••••••••• A••• P•••••••• | Grand Rapids, Mi | Jan 4, 2022 | 25 y | 7 |
| T••••• S••••• H•••• | Grand Rapids, Mi | Jun 6, 2022 | 14 y | 1 |
| P••••• T•••••• | Glenview, Il | Jan 9, 2023 | 26 y | 3 |
| F•••• G••••• O•••• | Grand Rapids, Mi | Feb 17, 2023 | 38 y | 2 |
| I•• J•••• W••••• | Grand Rapids, Mi | Mar 29, 2023 | 12 y | 1 |
| K•••• L•• | Grand Rapids, Mi | Apr 25, 2023 | 25 y | 2 |
| S••• P•••••• R••••••• | Grand Rapids, Mi | Aug 24, 2023 | 11 y | 1 |
| M•••••• B••••• M•••••••• | St. Francisville, La | Sep 20, 2023 | 12 y | 3 |
| M••• G••••• H•••••••Certified Financial Planner | Grand Rapids, Mi | Dec 21, 2023 | 18 y | 1 |
| D•••• A• G•••Certified Financial Planner | F••••Lin, Tn | Jan 9, 2024 | 17 y | 4 |
| R••••• E•• C••••••• | Grand Rapids, Mi | Jan 9, 2024 | 11 y | 2 |
| E••• C••••••••• R••••••• | El Dorado Hills, Ca | Mar 5, 2024 | 14 y | 3 |
| C••••••••• V• M••••• | Glenview, Il | Apr 9, 2024 | 17 y | 4 |
| R••• D•••• K•••••••Certified Financial Planner | Grand Rapids, Mi | May 13, 2024 | 25 y | 1 |
| P•••• T•••••• U••••••Certified Financial Planner | Grand Rapids, Mi | May 13, 2024 | 15 y | 6 |
| T••••• W•••• B••• | Grand Rapids, Mi | May 13, 2024 | 12 y | 2 |
| T••• S•••••• S••••Certified Financial Planner, Chartered Financial Consultant | Colorado Springs, Co | Jun 18, 2024 | 28 y | 3 |
| C••••• J•••• G••••• | Grand Rapids, Mi | Jun 25, 2024 | 14 y | 4 |
| J•••••• J•••• R•••••Chartered Financial Consultant | Pagosa Springs, Co | Sep 4, 2024 | 26 y | 2 |
| I••••• P••••••• | Grand Rapids, Mi | Oct 5, 2024 | 12 y | 0 |
| K••••••• L•• C••• | Grand Rapids, Mi | Nov 20, 2024 | 22 y | 0 |
| R••••• S•••• B••••• | Grand Rapids, Mi | Jan 1, 2025 | 18 y | 2 |
| C••••••••• J•••• B•••••Certified Financial Planner | Grand Rapids, Mi | Jan 10, 2025 | 14 y | 2 |
| L••••• D•••• B••••• | Brea, Ca | Aug 14, 2025 | 12 y | 0 |
| T••••• C••• H•••• | Grand Rapids, Mi | Nov 10, 2025 | 15 y | 0 |
| E••••• P••••• B••••Certified Financial Planner, Chartered Financial Consultant | Grand Rapids, Mi | Nov 24, 2025 | 10 y | 2 |
| A••• A•••• J••• M••••••••• | Huntington Beach, Ca | Jan 1, 2026 | 11 y | 0 |
| I•••• R••• P••••• | Orange, Ca | Jan 2, 2026 | 11 y | 3 |
| A•••••••• A•••••• K••••••Certified Financial Planner | Grand Rapids, Mi | Jan 15, 2026 | 10 y | 2 |
| A•••• T•••• W••••••• | Austin, Tx | Feb 4, 2026 | 11 y | 1 |
| J••••• D••••• P••••••• | Highlands Ranch, Co | Mar 10, 2026 | 11 y | 1 |
| L••••• M•••• L••••••••• | Laurel, Md | Mar 10, 2026 | 13 y | 1 |
| M••••• V••• G••••••Chartered Financial Analyst | Grand Rapids, Mi | Apr 8, 2026 | 21 y | 5 |
| M•••••• D••••• | Grand Rapids, Mi | Apr 15, 2026 | 14 y | 1 |
| M•••••• J•• F•••••Certified Financial Planner | Grand Rapids, Mi | Apr 29, 2026 | 11 y | 3 |
| C•••••••• T•••• S••••••Certified Financial Planner, Chartered Financial Analyst | Las Vegas, Nv | May 19, 2026 | 11 y | 3 |
Advisor movement
5 left, 14 joined in 12 months
net +9 in 12 months1 left in 90 days2 joined in 90 daysdeparture rate 12% of current headcount10 left over 36 months
Left, latest
- J••••••• M•••• S•••• to F••••••••• I••••••••• A••••••• L••Aug 14, 2026 · RIA to RIA
- D••••• P•••••• W••••••••• to S•••• I••••• S••••••••• L••May 4, 2026 · RIA to RIA
- R•••• E•••••••• M•••••• to B••••••• J•••• L••Apr 16, 2026 · RIA to RIA
- D••••• J•••• V•••••• to T••••• W••••• A•••••••Mar 3, 2026 · RIA to a state-registered adviser
- S••• R••••• S••••••• to T••••••••• L••Jan 26, 2026 · RIA to a state-registered adviser
- B•••••• T•••• P•••••••• to M•• I•••••••• S•••••••• L••Aug 5, 2025 · RIA to affiliated broker-dealer or bank
- M•••••• D••••• G•••• to A••••• W••••• M•••••••••Jan 15, 2025 · RIA to a state-registered adviser
- P••••••• A•• L•••• to A••••• W••••• M•••••••••Jan 15, 2025 · RIA to a state-registered adviser
- R••••• A•••• F•••••• to L••••••• A•••••••• L••Dec 21, 2023 · RIA to a state-registered adviser
- K•••••• M•••••••• to E••••• J••••Oct 16, 2023 · RIA to affiliated broker-dealer or bank
- R••• R•••••• to P•••••••• D••••••Nov 3, 2022 · RIA to a state-registered adviser
- S•••••• K• S••••• to P•••• A•••••••• I•••Nov 3, 2022 · Other
- B•••••• I• W••• to A•••• O•• W••••• M••••••••• L••Feb 4, 2022 · RIA to RIA
Joined, latest
- D•••• S••••• Z••••• from L•••••• S•• I••••••••• A•••••••• L•••••Sep 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- R••••• M•••••• S•••• from I•• W••••• M••••••••• I•••Jul 28, 2026 · Affiliated broker-dealer or bank to independent RIA
- C•••••••• T•••• S•••••• from B••••• W••••• A•••••••May 19, 2026 · RIA to RIA
- Z•••••• K••• G••••• from T•••• C•••••• B••• P•••••• W••••• A•••••••May 19, 2026 · RIA to RIA
- M•••••• J•• F••••• from I••••••••• A•••••• A•••••••• L••Apr 29, 2026 · RIA to RIA
- M•••••• D••••• from T•••• T••• W••••• M•••••••••Apr 15, 2026 · Other
- M••••• V••• G•••••• from M•••••• I•••••••••Apr 8, 2026 · RIA to RIA
- J••••• D••••• P••••••• from E•••••••• A•••••••• L••Mar 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- L••••• M•••• L••••••••• from S•••Mar 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- A•••• T•••• W••••••• from B••••••••• W••••• A•••••••• L••Feb 4, 2026 · Other
- A•••••••• A•••••• K•••••• from R••••••••• C•••••• M•••••••••Jan 15, 2026 · Affiliated broker-dealer or bank to independent RIA
- D••••• P•••••• W••••••••• from S•••• W•••••• L••Jan 9, 2026 · RIA to RIA
- I•••• R••• P••••• from L•• F•••••••• L••Jan 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- E••••• P••••• B•••• from N••••••••• M••••• I••••••••• S•••••••••Nov 24, 2025 · Other
- D••••• J•••• V•••••• from T••••• W••••• A•••••••Mar 13, 2025 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for A••••• W••••• M•••••••••Jan 15, 2025 · Grand Rapids, Mi
- 3 joined from V•••••• W••••• M••••••••• L••Dec 31, 2024 · Indianapolis, In · Firm absorbed
- 2 joined from G••••••••• W••••• M•••••••••Jan 15, 2024 · F••••Lin, Tn
- 3 joined from M•• I•••••••• S•••••••• L••Jul 13, 2017 · Grand Rapids, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••• R•••••• A•••••• · Chief Technology Officercontrolsince 03/2020 · owns less than 5%
- B•••••• R•••••• S•••• · Chief Executive Officer, Co- Founder, And Partnercontrolsince 04/2017 · owns less than 5%
- M••••••••• A•••• A•••• J••• · Chief Investment Officercontrolsince 01/2021 · owns less than 5%
- P••••••••• B••••••• T•••• · Director Of A•••••• Supportcontrolsince 09/2023 · owns less than 5%
- S••••• B••••• A•••• · Director Of Operationscontrolsince 07/2017 · owns less than 5%
- V•• D••••• K•••• A•••• · Chief Compliance Officer, Co- Founder, Partner, And Wealth Management A••••••controlsince 04/2017 · owns less than 5%
- B•••••• R•••••• S•••• · Managing Membercontrolsince 03/2020 · owns 25% to 50% of L•••••••• H•••••••• L••
- V•• D••••• K•••• A•••• · Managing Membercontrolsince 03/2020 · owns 25% to 50% of L•••••••• H•••••••• L••
Entity owners
- L•••••••• H•••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- L•••••••• T•• S•••••••• L••insurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Grand Rapids, Mi · principal | 44 | 18 | 4 | ||
| Brea, Ca | 3 | 0 | 0 | ||
| Austin, Tx | 2 | 2 | 0 | ||
| Glenview, Il | 2 | 0 | 0 | ||
| Lakewood, Co | 0 | 0 | 1 | ||
| Bluffton, Sc | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Brea, CA1 employees
- Colorado Springs, CO1 employees
- Danvers, MA1 employees
- Folsom, CA1 employees
- Glenview, IL1 employees
- Herndon, VA1 employees
- Hickory, NC1 employees
- Logan, UT1 employees
- Scottsdale Road, AZ1 employees
- St. Francisville, LA1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 17, 2026P••••••••• B••••••• T•••• (DIRECTOR OF A•••••• SUPPORT) left Schedule A between the filings of 2024-03-18 and 2026-06-17peers: WEALTH_I•••••••••, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Advisory employees · 39 to 40Mar 10, 2026 to Apr 30, 2026
- Employees · 47 to 48Mar 10, 2026 to Apr 30, 2026
- State-registered IARs · 39 to 40Mar 10, 2026 to Apr 30, 2026
- Accounts · 3,785 to 4,836Jan 14, 2026 to Mar 10, 2026
- Advisory employees · 33 to 39Jan 14, 2026 to Mar 10, 2026
- HNW clients · 250 to 435Jan 14, 2026 to Mar 10, 2026
- Individual clients · 1,194 to 1,337Jan 14, 2026 to Mar 10, 2026
- Pension plan clients · 26 to 33Jan 14, 2026 to Mar 10, 2026
- Assets in custody · $303M to $300MJan 14, 2026 to Mar 10, 2026
- Employees · 40 to 47Jan 14, 2026 to Mar 10, 2026
- State-registered IARs · 33 to 39Jan 14, 2026 to Mar 10, 2026
- Other offices · 29 to 36Jan 14, 2026 to Mar 10, 2026
- Discretionary RAUM · $689M to $912MJan 14, 2026 to Mar 10, 2026
- HNW RAUM · $411M to $649MJan 14, 2026 to Mar 10, 2026
- Individual RAUM · $273M to $248MJan 14, 2026 to Mar 10, 2026
- Non-discretionary RAUM · $53.3M to $54.4MJan 14, 2026 to Mar 10, 2026
- Pension RAUM · $53.3M to $54.4MJan 14, 2026 to Mar 10, 2026
- RAUM · $742M to $967MJan 14, 2026 to Mar 10, 2026
- Wrap assets (sponsor) · $9.7M to $0Jan 14, 2026 to Mar 10, 2026
- Financial planning clients · More than 500 to More than 500Mar 4, 2025 to Mar 13, 2025
- Accounts · 2,040 to 3,785Nov 22, 2024 to Mar 4, 2025
- Advisory employees · 25 to 33Nov 22, 2024 to Mar 4, 2025
- Corporate clients · unset to 9.0Nov 22, 2024 to Mar 4, 2025
- HNW clients · 181 to 250Nov 22, 2024 to Mar 4, 2025
- Individual clients · 621 to 1,194Nov 22, 2024 to Mar 4, 2025
- Pension plan clients · 25 to 26Nov 22, 2024 to Mar 4, 2025
- Assets in custody · $166M to $303MNov 22, 2024 to Mar 4, 2025
- Employees · 32 to 40Nov 22, 2024 to Mar 4, 2025
- Insurance-licensed employees · 2 to 0Nov 22, 2024 to Mar 4, 2025
- Financial planning clients · 251-500 to More than 500Nov 22, 2024 to Mar 4, 2025
- State-registered IARs · 25 to 33Nov 22, 2024 to Mar 4, 2025
- Other offices · 24 to 29Nov 22, 2024 to Mar 4, 2025
- Discretionary RAUM · $377M to $689MNov 22, 2024 to Mar 4, 2025
- HNW RAUM · $233M to $411MNov 22, 2024 to Mar 4, 2025
- Individual RAUM · $144M to $273MNov 22, 2024 to Mar 4, 2025
- Non-discretionary RAUM · $45.2M to $53.3MNov 22, 2024 to Mar 4, 2025
- Pension RAUM · $45.2M to $53.3MNov 22, 2024 to Mar 4, 2025
- RAUM · $422M to $742MNov 22, 2024 to Mar 4, 2025
- Wrap assets (sponsor) · $303,772 to $9.7MNov 22, 2024 to Mar 4, 2025
- Advisory employees · 24 to 25Jun 21, 2024 to Jun 25, 2024
Signals
30 dated events
- D•••• S••••• Z••••• registered as an investment adviser representative at L•••••••• A•••••••• L••Sep 14, 2026 · a•••••• registered · fact
- J•••• L•••• S•••• registered as an investment adviser representative at L•••••••• A•••••••• L••Sep 14, 2026 · a•••••• registered · fact
- R••• D•••• K••••••• no longer holds an investment adviser registration (last listed at L•••••••• A•••••••• L•• on the 2026-09-14 feed)Sep 14, 2026 · a•••••• registration ended · derived
- J••••••• M•••• S•••• left L•••••••• A•••••••• L•• for F••••••••• I••••••••• A••••••• L•• (registered 2026-08-18)Aug 14, 2026 · a•••••• firm change · fact
- D••••• P•••••• W••••••••• left L•••••••• A•••••••• L•• for S•••• I••••• S••••••••• L•• (registered 2026-04-30)May 4, 2026 · a•••••• firm change · fact
- R•••• E•••••••• M•••••• left L•••••••• A•••••••• L•• for B••••••• J•••• L•• (registered 2025-12-09)Apr 16, 2026 · a•••••• firm change · fact
- L•••••••• A•••••••• L•• reported RAUM $966.7M, up 30% from $742.3M (2026-01-14 to 2026-03-10)Mar 10, 2026 · RAUM change · derived
- L•••••••• A•••••••• L•• reported 36 offices beyond its principal office, up from 29 (2026-01-14 to 2026-03-10)Mar 10, 2026 · Office count change · derived
- D••••• J•••• V•••••• left L•••••••• A•••••••• L•• for T••••• W••••• A••••••• (registered 2026-03-04)Mar 3, 2026 · a•••••• firm change · fact
- S••• R••••• S••••••• left L•••••••• A•••••••• L•• for T••••••••• L•• (registered 2026-01-09)Jan 26, 2026 · a•••••• firm change · fact
- B•••••• T•••• P•••••••• left L•••••••• A•••••••• L•• for M•• I•••••••• S•••••••• L•• (registered 2025-08-04)Aug 5, 2025 · a•••••• firm change · fact
- L•••••••• A•••••••• L•• reported 29 offices beyond its principal office, up from 24 (2024-11-22 to 2025-03-04)Mar 4, 2025 · Office count change · derived
- L•••••••• A•••••••• L•• reported RAUM $742.3M, up 76% from $421.8M (2024-11-22 to 2025-03-04)Mar 4, 2025 · RAUM change · derived
- 2 advisors left L•••••••• A•••••••• L•• (Grand Rapids, MI) for A••••• W••••• M••••••••• on the same dayJan 15, 2025 · Team lift-out · derived
- P••••••• A•• L•••• left L•••••••• A•••••••• L•• for A••••• W••••• M••••••••• (registered 2024-11-08)Jan 15, 2025 · a•••••• firm change · fact
- M•••••• D••••• G•••• left L•••••••• A•••••••• L•• for A••••• W••••• M••••••••• (registered 2024-12-05)Jan 15, 2025 · a•••••• firm change · fact
- V•••••• W••••• M••••••••• L••'s advisors moved to L•••••••• A•••••••• L•• (Indianapolis, IN): 4 of 4 registered, on the same dayDec 31, 2024 · Firm absorbed (people side) · derived
- L•••••••• A•••••••• L•• reported 22 offices beyond its principal office, up from 17 (2024-03-18 to 2024-05-13)May 13, 2024 · Office count change · derived
- A•••••• R••••• A•••• (Chief Technology Officer) appeared on Schedule A of L•••••••• A•••••••• L••Mar 18, 2024 · Control person joined · fact
- L•••••••• A•••••••• L•• reported RAUM $421.8M, up 61% from $261.2M (2024-01-17 to 2024-03-18)Mar 18, 2024 · RAUM change · derived
- A•••• B•••• S•••• (Director Of Operations) appeared on Schedule A of L•••••••• A•••••••• L••Mar 18, 2024 · Control person joined · fact
- 2 advisors left G••••••••• W••••• M••••••••• (Franklin, TN) for L•••••••• A•••••••• L•• on the same dayJan 15, 2024 · Team lift-out · derived
- R••••• A•••• F•••••• left L•••••••• A•••••••• L•• for L••••••• A•••••••• L•• (registered 2025-07-16)Dec 21, 2023 · a•••••• firm change · fact
- K•••••• M•••••••• left L•••••••• A•••••••• L•• for E••••• J•••• (registered 2024-01-31)Oct 16, 2023 · a•••••• firm change · fact
- B•••••• P•••••••• (Director Of Advisor Support) appeared on Schedule A of L•••••••• A•••••••• L••Oct 6, 2023 · Control person joined · fact
- A•••• J••• A••• M••••••••• (Chief Investment Officer) appeared on Schedule A of L•••••••• A•••••••• L••Mar 8, 2023 · Control person joined · fact
- R••• R•••••• left L•••••••• A•••••••• L•• for P•••••••• D•••••• (registered 2022-10-26)Nov 3, 2022 · a•••••• firm change · fact
- S•••••• K• S••••• left L•••••••• A•••••••• L•• for P•••• A•••••••• I••• (registered 2022-11-03)Nov 3, 2022 · a•••••• firm change · fact
- B•••••• I• W••• left L•••••••• A•••••••• L•• for A•••• O•• W••••• M••••••••• L•• (registered 2026-03-23)Feb 4, 2022 · a•••••• firm change · fact
- L•••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Sep 17, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lifeworksadvisorsreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/bright-advisersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- thrivealike.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (616) 200-6512reportedpublic record, Form ADV, Jun 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $22.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026