# Lifeworks Advisors

Lifeworks Advisors is a Bank / Wealth / Trust based in Grand Rapids, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Grand Rapids, United States
- **Region:** North America
- **Address:** Grand Rapids, MI, United States
- **Founded:** 2009
- **Assets under management:** Less than $500M USD (Altss estimate)
- **Website:** lifeworksadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/lifeworksadvisors

## Regulatory record

- **CRD number:** 288255
- **SEC file number:** 801-119648
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288255

## About

Lifeworks Advisors was established in Grand Rapids, Michigan in 2009 by Michael W. Hoolsema. The firm operates as a registered investment advisor, serving individuals, high-net-worth families, corporations, and other business entities primarily in the West Michigan region. The wealth managed here did not originate from a single industrial fortune or liquidity event — it reflects gradual accumulation from local business owners, professionals, and retirement plan participants. The firm's advisory model spans investment management, comprehensive financial planning, and retirement plan advisory services for corporate clients. Lifeworks does not operate proprietary funds or direct investment vehicles, functioning instead as a fiduciary allocator and planner. The firm's geographic focus remains tightly centered on its Grand Rapids headquarters, with no additional offices publicly listed. In May 2026, the firm maintained its core advisory registration with the SEC, continuing to serve its client base without disclosed structural changes, acquisitions, or public expansions over the prior 24 months. The firm's structural differentiator is its fiduciary RIA posture in a regional market where banking-affiliated wealth management often dominates.

## Sectors

- Wealth Management
- Retirement Planning
- Financial Planning

## People

- Michael W. Hoolsema — President

## Questions

### Does Lifeworks Advisors provide retirement plan advisory services?

Yes. The firm's stated services include retirement plan advisory for corporations and other businesses, positioning it as a provider to plan sponsors in addition to its individual wealth management practice.

## Related profiles

- [Lifeway Financial Corporation](https://altss.com/profile/lifeway-financial-corporation)
- [LIG Nex1](https://altss.com/profile/lig-nex1)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/lifeworks-advisors

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