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Chief Investment Officer · Lifeworks Advisors, LLC

Alex A. Mathe-Cathala

CRD 7357471 · Named on Form ADV at one SEC-registered adviser

At a glance

Lifeworks Advisors, LLC, an SEC-registered wealth manager based in Grand Rapids, MI with $967 million in regulatory assets, lists Alex A. Mathe-Cathala on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Alex’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ronald S. BullisChief Executive Officer, Co-Founder, and Partner, Lifeworks Advisors, LLC
  • Kurt A. Van DykenChief Compliance Officer, Co-Founder, Partner, and Wealth Management Advisor, Lifeworks Advisors, LLC
  • Brett A. SmithDirector of Operations, Lifeworks Advisors, LLC
  • Robert A. AllenChief Technology Officer, Lifeworks Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alex’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.