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ATWATER WEALTH MANAGEMENT, INC.
176 Federal Street
5th Floor
Boston, Massachusetts 02110
Tel: 617-723-1439
About ATWATER WEALTH MANAGEMENT, INC.
ATWATER WEALTH MANAGEMENT, INC, formally registered with the SEC as ATWATER WEALTH MANAGEMENT, INC. The firm was established in 08/10/2018. They have over 1 offices throughout the country.
ATWATER WEALTH MANAGEMENT, INC. is a Boston, Massachusetts based Financial Planning firm with nearly $221,978,240 assets under management, offering retirement planning & investment advisory services to 329 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172749 |
| SEC# | 801-113808 |
| Assets Managed by Firm | $221,978,240 |
| No. of Clients | 329 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 329 | $221,978,240 |
| Individuals (other than high net worth individuals) | 38 | $15,009,515 |
| High net worth individuals | 62 | $206,968,725 |
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