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Chief Executive Officer, Co-Founder, and Partner · Lifeworks Advisors, LLC

Ronald S. Bullis

CRD 5116228 · 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 Ronald S. Bullis on its Form ADV as Chief Executive Officer, Co-Founder, and Partner, a control person.

Firms and roles

  • Lifeworks Advisors, LLCChief Executive Officer, Co-Founder, and PartnerWealth manager · Grand Rapids, MI · $967M in regulatory assets

AtlasMembers

Ronald’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

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