Fee-only adviser · Duluth, GA
Lifewater Wealth Management
Lifewater Wealth Management is a fee-only investment adviser registered with the securities regulators of Alabama, Georgia, with its main office in Duluth, Georgia. On its latest Form ADV, filed March 9, 2026, it reports $30M in regulatory assets under management, 27 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Alabama, Georgia |
|---|---|
| Firm CRD number | 307121 |
| Office | 2180 Satellite Blvd Suite 400 Duluth, GA 30097 |
| Phone | (770) 800-8432 |
| Website | www.lifewaterwealthmanagement.com |
| Regulatory assets under management | $30M |
| Individual clients | 13 non-high-net-worth, 14 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Duluth
- Cornerstone Management, Inc. $2.3B
- C.w. O'Conner Wealth Advisors, Inc. $265M
- Evans Wealth Management $111M
- Trestle Wealth Advisory, LLC $33M
- Stanhouse Financial Planning and Management, LLC $33M
- BJM Financial Inc $3.0M
See all 10 fee-only advisers in Duluth →
Nearby
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- Peachtree Corners 1 firm
- Suwanee 5 firms
- Lawrenceville 1 firm
- Dunwoody 1 firm
- Chamblee 2 firms
- Roswell 6 firms
- Alpharetta 22 firms
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