# Lifewater Wealth Management

Lifewater Wealth Management is a Bank / Wealth / Trust based in Duluth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Duluth, United States
- **Region:** North America
- **Address:** Duluth, GA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** getlifewater.com
- **LinkedIn:** https://www.linkedin.com/company/37460304

## Regulatory record

- **CRD number:** 307121
- **Registration status:** State-Registered Investment Adviser (AL, GA) — not registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-03-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

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.

## 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.

### 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.

## Related profiles

- [Lifetime Capital Management](https://altss.com/profile/lifetime-capital-management)
- [Lifeway Financial Corporation](https://altss.com/profile/lifeway-financial-corporation)

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Updated: 2026-10-23T04:36:45.017Z

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