ATWATER WEALTH MANAGEMENT (CRD# 172749) is an SEC-Registered Investment Advisor (RIA), headquartered in Boston, MA. The SEC approved the firm to operate as an RIA in Aug 2018. In Jul 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $100.7 Million, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ATWATER WEALTH MANAGEMENT also reported in Jul 2018:
  • 3 employees, with 2 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ATWATER WEALTH MANAGEMENT has no disclosure events reported to the SEC at this time.

View ATWATER WEALTH MANAGEMENT's most recent Form ADV filing

ATWATER WEALTH MANAGEMENT has Notice Filings with the following State Securities Authorities: MA-Aug 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate. is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact with questions or concerns.