LIFEWATER WEALTH MANAGEMENT

LIFEWATER WEALTH MANAGEMENT of DULUTH, GA is an SEC-registered investment adviser (CRD 307121). Regulatory assets under management: $30.3M.

Registration

• CRD: 307121
• Type: Registered investment adviser
• Location: 2180 SATELLITE BLVD, DULUTH, GA, 30097
• Phone: 770-800-8432
• Latest filing: 2026-03-09
• Regulatory AUM: $30.3M
• Discretionary AUM: $30.3M
• Clients: 2
• Accounts: 47

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307121 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search