Leyton David Bohren
Investment adviser representative at Lifeworks Advisors, LLC
12 yearsExperience
1 stateRegistered in
$966.7MFirm assets
5 yearsFirm in business
Are you Leyton David Bohren? Claim your profile
Contact this firm
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, LLCJul 2025 to now
- Green Dot BankFeb 2024 to now
- UnemployedJun 2023 to Jan 2024
- Azusa Pacific UniversityAug 2018 to May 2023
- Claremont High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8143116
- Firm CRD
- 288255