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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