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| Lifeworks Advisors LLC
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|---|---|
| CRD # | 288255 |
| SEC # | 801-119648 |
| CIK # | 0001882132 |
| AUM | 966.7 M (2026-06-17) |
| Employees | 48 (83% Investors, 0% Brokers) |
| Phone | 616-200-6512 |
| Address | 4095 Park East Ct Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 18.4 | ||
| SPDR Gold Trust | 14.1 | ||
| Denali Holding Inc | 11.0 | ||
| iShares S&P GSCI Commodity-Indexed Trust | 10.9 | ||
| Seagate Technology PLC | 10.9 | ||
| Gilead Sciences Inc | 10.3 | ||
| Apple Inc | 9.3 | ||
| Altria Group Inc | 9.1 | ||
| Johnson & Johnson | 9.0 | ||
| Microsoft Corp | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,337 | 247.8 |
| (b) Individuals (high net worth individuals) | 435 | 648.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 54.4 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 15.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,836 | 966.7 |
| By Discretionary | ||
| Discretionary | 4,803 | 912.3 |
| Non-Discretionary | 33 | 54.4 |
| Total | 4,836 | 966.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 966.7 | |
| Total | 4,836 | 966.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001882132] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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