Lifeworks Advisors LLC

EST. AUM
$966,701,542

CONTACTS
8

CLIENT ACCOUNTS
4,836

Firm Details

Metro area Grand Rapids
CRD Number 288255
Website lifeworksadvisors.com
Client types

Overview

Lifeworks Advisors operates as an independent registered investment advisor (RIA) and technology company, aiming to tackle contemporary challenges in the financial advisory sector. Established by industry veteran Marty Bicknell and his team, Lifeworks Advisors integrates conventional wealth management practices with cutting-edge financial technology (FinTech). Positioned at the convergence of these sectors, the company seeks to transform wealth management by questioning obsolete frameworks and providing tailored solutions to advisory firms and individual clients via its software platform.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lifeworks Advisors LLC

Platform Details

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