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SAFEWATER INVESTMENT MANAGEMENT LLC

Advisory

GA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$337K

across 93 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients93

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

93 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

LANGLEY WEALTH MANAGEMENT LLC

$31M

HIGHLANDER PARTNERS, LLC

$31M

ROSENBERG FINANCIAL GROUP, INC.

WARNER ROBINS, GA

$31M

JORDAN CAPITAL AM, LLC

$32M

J. FRANKLIN FINANCIAL LLC

$31M

DELON, GERALD LAWRENCE

$32M

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