Atwater Malick
Atwater Malick is an SEC-registered wealth manager in Lancaster, PA with $687.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Atwater Malick: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147972, SEC 801-107806, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $687.4M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- Lancaster, PA
- Employees
- 6
- Clients
- 297
- CRD
- 147972
- Ownership
- MALICK, MATTHEW, CHARLES; ATWATER, BENJAMIN, H.
How much AUM does Atwater Malick have?
Atwater Malick reported $687.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Atwater Malick?
Disclosed owners and executives of Atwater Malick include MALICK, MATTHEW, CHARLES, ATWATER, BENJAMIN, H.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.