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- Custodian
- Altruist · Apex · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OakPioneer ridge +more
- Established Date
- 06-30-2017
- Office Locations
- 34
Office Locations
About Lifeworks Advisors, LLC
Lifeworks Advisors provides comprehensive, values-based financial planning and optional investment management for individuals—from rising professionals to retirees, including entrepreneurs. Planning is delivered via a flat monthly membership with quarterly reviews. Portfolios are personalized to cash-flow needs using detailed projections and smart-beta strategies, supported by custom software and credentialed advisors (CFP, CPA, insurance specialists). Clients can work with the firm without moving assets.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Robert Anthony Allen
CHIEF TECHNOLOGY OFFICER
- CRD
- --
- Ownership
- Less than 5%
RONALD SHANE BULLIS
Chief Executive Officer, Co-founder, PARTNER
- CRD
- #5116228
- Ownership
- Less than 5%
Foundation radial
Timber unison delta
- CRD
- #78174
- Ownership
- 49.8%
Showing 2 of 5 owners & executives
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Leyton David Bohren
--
- CRD
- #8143116
Elliot Parker Borge
--
- CRD
- #7130844
Beacon bridge
Value element
- CRD
- #66560
Showing 2 of 45 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $912,319,705 | $189,948 |
| Non-Discretionary | $54,381,837 | $1,647,934 |
| Total | $966,701,542 | $199,897 |
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Separately Managed Accounts
Total SMA Asset: $966,701,542
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,207,227,733 | 31.2% |
| Cash | $584,267,268 | 15.1% |
| Public Funds | $824,165,087 | 21.3% |
| Derivatives | $588,136,588 | 15.2% |
| Municipal Bonds | $433,363,801 | 11.2% |
| U.S. Government/Agency | $232,159,179 | 6.0% |
| Total | $3,869,319,656 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT CREST MOMENTUM | ZENITH RADIAL | 0DS59TLIR | SBSXF | 9.01% | $104,036,052 |
| ALPHA ZENITH FUSION | CATALYST ALPHA | T5OF9RZN3 | PQB | 0.60% | $65,928,229 |
| FOUNDATION MOMENTUM | EAGLE QUANTUM | M6LT72RFN | HYO | 10.09% | $35,042,433 |
| NORTH FUSION | ELEMENT INSIGHT | OSI2QVHFC | SZZ | 6.03% | $29,960,766 |
| BEACON CAPITAL VITAL | TIMBER MERIDIAN | N5KVP3SZG | HXTZP | 12.41% | $95,231,054 |
| VECTOR SUMMIT | MATRIX SUMMIT | EO0BJLX1G | VXAO | 4.08% | $118,829,129 |
| LEGACY OAK HORIZON | CAPITAL TIMBER | ZDDIANCJJ | VCBY | 11.46% | $54,101,575 |
| RADIAL CAPITAL | OAK OPTIMA | 4XPMRXUYP | NWL | 1.80% | $59,698,112 |