LIFEWATER WEALTH MANAGEMENT

Overview

Lifewater Wealth Management is an independent, owner-operated Registered Investment Adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management, and it acts as a capital allocator by selecting third-party managers when appropriate. Its client engagements are fee-based, using a mix of percentage-of-AUM billing, hourly charges and fixed fees. Investment activity centers on public pooled vehicles — primarily mutual funds — supplemented by allocations to external alternative managers. The firm’s advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, financial planning, and the selection of other advisers when a specialized manager is required. Lifewater does not identify as an active ESG investor and currently operates on a single-state registration footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices