Atwater Wealth Management, Inc.
● SEC registered since 2018CRD 172749SEC# 801-113808Boston, MA
Reg. AUM
$248.2M
Employees
3
Accounts
322
Location
Boston, MA
Atwater Wealth Management, Inc. assets under management
Atwater Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2018. It reports $248.2 million in regulatory assets under management and employs 3 people.
Atwater Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caroline Anne Gaffney Control | Chief Executive Officer/Chief Compliance Officer | Over 75% | 2014 |
| Katherine Ann Grant | Chief Operating Officer | Under 5% | 2014 |
Frequently asked questions
How much does Atwater Wealth Management, Inc. manage?
Atwater Wealth Management, Inc. reports $248.2 million in regulatory assets under management on its Form ADV.
How many employees does Atwater Wealth Management, Inc. have?
Atwater Wealth Management, Inc. reports 3 employees.
Where is Atwater Wealth Management, Inc. located?
Atwater Wealth Management, Inc. is based in Boston, MA and has been SEC-registered since 2018.
Does Atwater Wealth Management, Inc. disclose fund performance?
Atwater Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 176 Federal Street, 5th Floor, Boston, MA 02110 |
| Phone | 617-723-1439 |
| Fax | 857-350-3617 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$248.2M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$248.2Mregulatory AUM
Discretionary $248.2M