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| Keyboard |
| Atwater Wealth Management Inc
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|
|---|---|
| CRD # | 172749 |
| SEC # | 801-113808 |
| CIK # | |
| AUM | 248.2 M (2026-03-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 617-723-1439 |
| Address | 176 Federal Street Boston, MA 02110 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 13.4 |
| (b) Individuals (high net worth individuals) | 62 | 234.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 322 | 248.2 |
| By Discretionary | ||
| Discretionary | 322 | 248.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 322 | 248.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.2 | |
| Total | 322 | 248.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Investology Inc
✚
|
VA | 250.0 M |
|
Oxenfree Capital LLC
✚
|
FL | 249.8 M |
|
Summit Wealth Management Group Inc
✚
|
CA | 249.5 M |
|
Calabasas Advisory Group LLC
✚
|
CA | 249.5 M |
|
Northill AIMS LLC
✚
|
TX | 249.5 M |
|
Chancellor Financial Group LP
✚
|
PA | 249.3 M |
|
Cassedy Financial Group Inc
✚
|
FL | 248.4 M |
|
The Clifford Group LLC
✚
|
MA | 248.3 M |
|
Wealth Intelligence LLC
✚
|
GA | 247.5 M |
|
Strive Financial Group LLC
✚
|
IN | 246.7 M |