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ATWATER WEALTH MANAGEMENT, INC.
CRD 172749 · SEC 801-113808
176 FEDERAL STREET, 5TH FLOOR, BOSTON, MA, 02110, United States
Phone
617-723-1439
Fax
857-350-3617
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.2M
Discretionary AUM
$248.2M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $13.4M |
| High net worth individuals | 62 | $234.8M |
States served
CA, MA, NH
All web addresses on file
Official SEC filing: View on IAPD