ATWATER WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$248,226,322
Discretionary
$248,226,322
Non-discretionary
$0
Firm details
- CRD number
- 172749
- SEC file number
- 801-113808
- Main office
- BOSTON, MA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://ATWATERWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.