LifeWater Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
2180 Satellite Blvd, Suite 400
Duluth GA 30097
Advisors at this office
1
Most active in
Alabama · Georgia · Texas
Also doing business as
Lifewater Advisors · Lifewater Wealth Management · Lifewater Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Quick links
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