Zachary Kyle Grimes
Investment adviser representative at Lifeworks Advisors, LLC
12 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
12 years in the industry.
- Lifeworks Advisors, LLCMay 2026 to now
- Kingswood Capital Partners, LLCJan 2022 to May 2026
- Texas Capital Bank Private Wealth AdvisorsJun 2021 to May 2025
- Kestra Financial, Inc.Apr 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6324984
- Firm CRD
- 288255