Leyton David Bohren

Employer firm

Lifeworks Advisors, LLC CRD 288255

$967M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Lifeworks Advisors, Llc
  Brea, CA
• 02/2024 → Present
  Green Dot Bank
  Austin, TX
• 08/2018 → 05/2023
  Azusa Pacific University
  Azusa, CA
• 08/2014 → 06/2018
  Claremont High School
  Claremont, CA
• 06/2023 → 01/2024
  Unemployed
  N/A, XX

Other Businesses

1) Green Dot Bank; Not investment-related; 114 W 7th St Ste 240, Austin, TX 78701-3050; Staff Accountant; Accounts Receivable, Accounts Payable, Entry level journal entries; 15 hours / month; 15 hours during securities trading hours. 2) Bright Advisers; Investment-related; Same address; Doing Business As ("DBA") name for investment advisory activities conducted with Lifeworks Advisors, LLC; Full-time position.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-09