LIFEWATER WEALTH MANAGEMENT

LIFEWATER WEALTH MANAGEMENT, LLC

CRD 307121

Visit website

2180 SATELLITE BLVD, SUITE 400, DULUTH, GA, 30097, United States

Phone

770-800-8432

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$30.3M

Discretionary AUM

$30.3M

Team

2 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersBUSINESS CONSULTING, TAX PREP ASSISTSANCE

Client types

Type	Clients	AUM
Individuals	13	$12.6M
High net worth individuals	14	$17.7M

All web addresses on file

https://www.lifewaterwealthmanagement.com
https://www.getlifewater.com/
https://www.linkedin.com/company/37460304/admin/
https://www.facebook.com/lifewaterwm/
https://twitter.com/LifewaterWM

Official SEC filing: View on IAPD