Eric Christopher Restrepo
Investment adviser representative at Lifeworks Advisors, LLC
14 yearsExperience
1 stateRegistered in
$966.7MFirm assets
5 yearsFirm in business
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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
14 years in the industry.
- Lifeworks Advisors, LLCFeb 2024 to now
- Mountain Goat Strategies, LLCFeb 2024 to now
- Restrepo WealthNov 2012 to now
- Northwestern Mutual Wealth Management CompanySep 2022 to Feb 2024
- Northwestern Mutual Investment Services LLCMar 2022 to Feb 2024
- Northwestern Mutual Life Insurance CompanyMar 2022 to Feb 2024
- Solo K Inc.Aug 2021 to Feb 2022
- Sowell ManagementJun 2021 to Aug 2021
- Nabers Wealth LLCJan 2021 to Feb 2022
- Predictable PremiumDec 2019 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6011811
- Firm CRD
- 288255