LifeWater Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,331,395
Clients
27
52% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$1,123,385
About
Lifewater Wealth Management advises individuals, high‑net‑worth clients, and corporations with services that include goals‑based financial planning, discretionary portfolio and investment management, separately managed portfolios, and project‑based planning. The firm also offers bookkeeping and accounting through unaffiliated third‑party providers and provides tax preparation services for clients with at least $1,000,000 in assets under management.
The firm’s investment approach emphasizes modern portfolio theory and strategic/tactical asset allocation, blending passive and active strategies and tailoring portfolios to client risk tolerances and concentrated positions when necessary. Portfolio management is typically discretionary, and Lifewater implements strategies using both in‑house allocations and third‑party managers or advisory platforms, monitoring outside managers to ensure alignment with client objectives.
Distinctive features in the brochure include the firm’s routine use of third‑party advisory platforms and separately managed strategies, plus integrated operational support (participant account management for held‑away retirement plan accounts, bookkeeping, and tax preparation coordinated with third‑party providers). The brochure also discloses that these platforms and providers are unaffiliated and that Lifewater does not receive separate compensation from recommended third‑party money managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Business consulting, tax prep assistsance
Business consulting, tax prep assistsance
Expertise
Business ownership considerations
Tax strategies for small businesses
Business exit / sale strategy
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Initial Financial Plan fee: $3,500 fixed fee; Retainer-Based Financial Advisory Services: fixed fee starting at $4,000 annually
$400,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.80% $5,000,000+: 0.70%
Project-Based Financial Planning and bookkeeping/accounting consulting charged at $400 per hour
Account minimum: $400,000 Minimum fee: Minimum annual asset-based fee of $4,000 Fee-only: Initial Financial Plan fee: $3,500 fixed fee; Retainer-Based Financial Advisory Services: starting at $4,000 annually, paid quarterly; Project-Based Financial Planning: $400 per hour; Bookkeeping & Accounting consulting: $400 per hour
Main office location
LifeWater Wealth Management
2180 Satellite Blvd, Suite 400
Duluth GA 30097, United States
Number of offices
2
Most active in
LifeWater Wealth Management has reported serving >5 clients in these states in the last 12 months.
Alabama · Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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