Robert Eli Caldwell
Investment adviser representative at Lifeworks Advisors, LLC
11 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
11 years in the industry.
- Lifeworks Advisors, LLCJan 2024 to now
- Lifeworks Advisors, LLC d/b/a North Corner WealthJan 2024 to now
- Greensview Wealth ManagementJun 2018 to Dec 2023
- First Presbyterian ChurchMar 2018 to Aug 2018
- Belle Meade Country ClubFeb 2018 to May 2018
- Tga SportsFeb 2018 to May 2018
- Taco MamacitaDec 2017 to Dec 2018
- Extended TravelSep 2017 to Dec 2017
- Morningstar, Inc.Mar 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7024826
- Firm CRD
- 288255