# Lifewater Wealth Management

> Lifewater Wealth Management is a state-registered investment advisory firm in Duluth, GA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 307121
- Filed as: LIFEWATER WEALTH MANAGEMENT
- Legal name: Lifewater Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Duluth, GA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307121
- AdvisorCensus page: https://advisorcensus.com/firm/lifewater-wealth-management-duluth-ga-307121

## Quick answers

**How is Lifewater Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lifewater Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Lifewater Wealth Management located?**
Lifewater Wealth Management's principal office is in Duluth, GA, according to its Form ADV.

**Is Lifewater Wealth Management registered with the SEC or a state?**
Lifewater Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307121.

**How much does Lifewater Wealth Management manage?**
Lifewater Wealth Management reports $30,331,395 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Lifewater Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (13).

**Does Lifewater Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307121

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,331,395
- Discretionary: $30,331,395
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $12,598,743 |
| High net worth individuals | 14 | $17,732,652 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- getlifewater.com
- lifewaterwealthmanagement.com
- Facebook @lifewaterwm
- LinkedIn @37460304
- X @LifewaterWM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lifewater Wealth Management (CRD 307121): Form ADV filing data as of October 2026.