Lifewater Wealth Management

Overview

Founded in 2020 and headquartered in Duluth, Georgia, Lifewater Wealth Management operates as an independent registered investment adviser. The firm entered the market during a period of heightened retail and high-net-worth demand for fiduciary advice away from the wirehouses. Its stated capabilities span financial planning, discretionary portfolio management, and separately managed portfolios — a service stack consistent with a firm targeting mass-affluent and emerging-wealth clients in the Atlanta metropolitan corridor. Lifewater's disclosed investment approach combines custom portfolio construction with outsourced flexibility. The firm offers separately managed accounts, a structure that gives clients direct ownership of underlying securities while allowing the adviser to tailor asset allocation and tax management. No named institutional mandates or private-market investments have been publicly reported. The firm's scale is undisclosed — no public AUM, advisor headcount, or office-count is marked in regulatory filings beyond its Georgia headquarters. The firm's website, www.getlifewater.com, emphasizes client education and planning-led relationships, though detailed leadership bios and investment committee structures are absent from public materials. Recent activity within the last 24 months is not verifiable through open sources. Lifewater's structural posture is that of a post-DOL-fiduciary-rule-era, planning-first RIA: a model that substitutes commission-based brokerage with fee-only advisory relationships.