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Lifeworks Advisors, LLC CRD 288255
$967M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-28 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | St. Charles | IL | 08/2008 | 06/2023 |
| Sweas Financial Services, Llc | St. Charles | IL | 03/2012 | Present |
| Ipi Wealth Management, Inc. | St. Charles | IL | 04/2026 | 07/2026 |
| Arete Wealth Management, Llc | St. Charles | IL | 06/2023 | 12/2025 |
| Arete Wealth Advisors, Llc | St. Charles | IL | 06/2023 | 03/2026 |
| Krm Financial Planning & Wealth Management, Llc | St. Charles | IL | 01/2026 | 04/2026 |
| Lifeworks Advisors, Llc | St. Charles | IL | 07/2026 | Present |
1) Sweas Financial Services, LLC; Not investment-related; 1501 King Edward Avenue, Saint Charles, IL. 60174; Life, health, accident insurance sales; Licensed Insurance Agent; Implementation of insurance recommendations; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-07 |
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