Atwater Wealth Management, Inc. is a large advisory firm based in Boston. It manages $96.4 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Massachusetts and New Hampshire.
Atwater Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Atwater Wealth Management, Inc. is $96.4 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Atwater Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Atwater Wealth Management is high net worth individuals with 39 clients and $71.64 million of assets under management. Among the 3 most similar advisory firms, Atwater Wealth Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $96.4 million for 75 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Atwater Wealth Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Katherine Ann Grant joined the executive team most recently as the Chief Operating Officer.
The principal office where Atwater Wealth Management, Inc. performs its advisory services is located at 176 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-723-1439 or by fax 857-350-3617. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at atwaterwealth.com.