Brea, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lifeworks Advisors, LLC
Multi-team
Firm-wide stats for Lifeworks Advisors, LLC
About
Lifeworks Advisers serves a broad set of clients — individuals (including high‑net‑worth), charitable organizations, trusts and estates, retirement plans, and businesses — and provides discretionary and non‑discretionary wealth management, financial planning, retirement plan advisory, and portfolio management. The firm also offers related services through affiliated entities, including tax preparation and insurance implementation, and typically charges asset‑based advisory fees while delivering ongoing planning and investment oversight.
The firm’s investment process is either planning‑based (using a sequential “tranche” approach to match future cash‑flow needs) or a traditional risk‑based allocation, and it implements a suite of model strategies — including factor‑based equity and ETF models and a hedged model — that combine low‑cost funds, individual securities, options, and third‑party managers. Lifeworks uses quantitative and fundamental analysis, employs rebalancing and tax‑aware portfolio decisions, and uses third‑party artificial‑intelligence tools as decision‑support while acting in a fiduciary capacity for retirement and IRA advice.
Noteworthy for a multi‑team advisory firm, Lifeworks has integrated tax and accounting capabilities through a owned tax services subsidiary and documented partnerships with outside tax providers, and it operates a proprietary client portal via an affiliated software company — arrangements that are uncommon among peers and that support closer coordination of planning, tax, and reporting. The firm also maintains an affiliated insurance business and permits advisors to implement insurance on a commission basis, oversees independent managers when used, and operates across a multi‑advisor platform with roughly $1 billion in assets under management.
Based on Lifeworks Advisors, LLC
Expertise
Based on Lifeworks Advisors, LLC
Occupation focus
Based on Lifeworks Advisors, LLC
Location
135 S. State College Blvd, Ste. 200
Brea CA 92821
Advisors at this office
3
Advisors at this office
Leyton B
Series 65
Brea, CA
Lifeworks Advisors, LLC
Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.
Kathleen C
Series 63, Series 65
Brea, CA
Lifeworks Advisors, LLC
Kathleen Chou is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Bright Advisers, LLC since 2010, serving as Operations Director. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs a planning-based or risk-based investment approach using model strategies that include factor-based equity, ETFs, and hedged models, and integrates tax and accounting services alongside insurance offerings through affiliated entities.
Kevin L
Series 63, Series 65
Brea, CA
Lifeworks Advisors, LLC
Kevin Luu is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Lifeworks Advisors since 2023, previously serving at Bright Advisers and Pih Investments. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management through a mix of planning-based and risk-based investment approaches. The firm integrates tax and accounting services and uses a proprietary client portal and advanced analytic tools to support its advisory process.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)