Advisor at Lifeworks Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifeworks Advisors, LLC
Location
Brea, CA 92821
Credentials
Series 65
Industry experience
< 1 year
Leyton Bohren is a financial advisor at Lifeworks Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Lifeworks Advisors in 2025, he worked at Green Dot Bank and has a background that includes five years at Azusa Pacific University. Outside of his advisory role, he also works as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with factor-based and smart-beta equity strategies.
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Financial planning fees up to $50,000 (one-time or ongoing monthly up to $4,167)
Up to 1.50% annually
135 S State College Blvd, #200
Brea, CA 92821
California
Lifeworks Advisors, LLC
2025 - Present (1 year)
Green Dot Bank
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Azusa Pacific University
2018 - 2023 (5 years)
Claremont High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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