Atwater Wealth Management, Inc.
Atwater Wealth Management, Inc. is an SEC-registered wealth manager in Boston, MA with $248.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Atwater Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172749, SEC 801-113808, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $248.2M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Boston, MA
- Employees
- 3
- Clients
- 98
- CRD
- 172749
- Ownership
- GAFFNEY, CAROLINE, ANNE; GRANT, KATHERINE ANN
How much AUM does Atwater Wealth Management, Inc. have?
Atwater Wealth Management, Inc. reported $248.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Atwater Wealth Management, Inc.?
Disclosed owners and executives of Atwater Wealth Management, Inc. include GAFFNEY, CAROLINE, ANNE, GRANT, KATHERINE ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.