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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2026-05-19 |
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 |
|---|---|---|---|---|
| Lifeworks Advisors, Llc | Las Vegas | NV | 05/2026 | Present |
| Charles Schwab & Co., Inc. | Las Vegas | NV | 08/2018 | 03/2020 |
| Arista Wealth Management, Llc | Las Vegas | NV | 03/2025 | 09/2025 |
| Charles Schwab Trust Company | Las Vegas | NV | 04/2020 | 03/2025 |
| Bauman Advisory Group, Llc | Las Vegas | NV | 09/2025 | 03/2026 |
| Full Time Student | West Lafayette | IN | 08/2015 | 12/2016 |
| Charles Schwab & Co., Inc. | Las Vegas | NV | 02/2017 | 08/2018 |
1) Licensed Insurance Agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-05 |
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