Lifewater Wealth Management
Lifewater Wealth Management (CRD# 307121) is a financial advisory firm headquartered in Duluth, GA. They manage $12,390,015 in 72 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts72ACCOUNTS
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Average Account Value$172,084
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, TX
Financial Advisors at Lifewater Wealth Management
1
Fredrick Standfield (CRD# 5322128) is an Investment Advisor Representative working at Lifewater Wealth Management in Duluth, GA and has over 17 years of experience in the finance industry.
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