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Alex Andre jean Mathe-cathala

Lifeworks Advisors, LLC

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About Alex Andre jean Mathe-cathala

Alex Andre jean Mathe-cathala is an Investment Advisor Representative at Lifeworks Advisors, LLC. Alex has been in the industry for over 10 years and is licensed to provide investment advice in California. Alex has a strong background in finance, having worked at various financial institutions, including Rothschild, Morgan Stanley, and Aimvest Technologies Inc. Alex holds a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Alex specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Alex is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Alex Mathe-cathala is currently registered with Lifeworks Advisors, LLC. Lifeworks Advisors, LLC is an investment advisory firm based in Grand Rapids, Michigan. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a diverse range of clients including individuals, high-net-worth individuals, pension plans, and charitable organizations. They have over $421 million in assets under management and are registered with the SEC.
Lifeworks Advisors, LLC

4095 PARK EAST CT.

GRAND RAPIDS, MI 49546

$421.83M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alex Mathe-cathala’s Registration & Firm History

MI

01/01/2025 - Present

Lifeworks Advisors, LLC (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 02/16/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Andre jean Mathe-cathala.
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