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Lifewater Wealth Management
Founded in 2020 and headquartered in Duluth, Georgia, Lifewater Wealth Management operates as an independent registered investment adviser. The firm entered...
Lifewater Wealth Management
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. Public filings and the firm's marketing language suggest a multi-asset model spanning equities, fixed income, and cash management, benchmarked to client-specific goals rather than generic indices. 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. As a 2020-vintage practice, it is likely still building asset base and team. 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. Its choice to highlight separately managed accounts — rather than mutual-fund-only or ETF-model portfolios — signals an intent to calibrate portfolios at the security level for tax-aware and concentrated-position clients, a differentiator in the suburban Atlanta wealth corridor where NIMBY-wealth in real estate, corporate-relocation equity packages, and family-business exits creates specific portfolio-construction needs.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Duluth
Corporate office
Duluth, GA, United States
Frequently asked questions
What services does Lifewater Wealth Management provide?
Per its firm brochure and website, Lifewater offers financial planning, discretionary portfolio management, and separately managed accounts. The SMA structure lets clients own securities directly while the firm manages asset allocation and tax-loss harvesting, a format often used for taxable wealth and concentrated positions.
Is Lifewater Wealth Management a fiduciary?
As a registered investment adviser, Lifewater operates under a regulatory obligation to act as a fiduciary to its advisory clients. This means the firm must place client interests ahead of its own, a standard codified by the Investment Advisers Act of 1940.
Who founded Lifewater Wealth Management?
The firm's principals are not publicly named in regulatory filings or on its website as of the latest available records. This is not unusual for a small, recently established RIA where the founder may serve as the sole or lead adviser without published executive profiles.
Where does Lifewater Wealth Management primarily source clients?
Its Duluth, Georgia location places it in the northeast Atlanta suburbs, a corridor dense with technology companies, corporate relocations, and professional-services wealth generators. The firm's planning-centric positioning suggests client sourcing through professional-referral networks rather than large-scale digital marketing.
Does Lifewater participate in private investments or alternative assets?
No public filings indicate allocation to private equity, venture capital, hedge funds, or direct real estate. The firm's disclosed service set — financial planning and separately managed portfolios — is typical of liquid-asset management anchored by public equities and fixed income.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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