Robert Matthew Sweas
Investment adviser representative at Lifeworks Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$966.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Lifeworks Advisors, LLCJul 2026 to now
- Sweas Financial Services, LLCMar 2012 to now
- Ipi Wealth Management, Inc.Apr 2026 to Jul 2026
- Krm Financial Planning & Wealth Management, LLCJan 2026 to Apr 2026
- Arete Wealth Advisors, LLCJun 2023 to Mar 2026
- Arete Wealth Management, LLCJun 2023 to Dec 2025
- Ausdal Financial Partners, Inc.Aug 2008 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5001664
- Firm CRD
- 288255