Atwater Wealth Management, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 172749
- Registered since
- August 10, 2018
- Website
- atwaterwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.61%
- Individuals5.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Atwater Wealth Management, Inc. is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily for individuals and families. The firm is SEC-registered (registration date 2018) and operates on a mix of fee models: percentage of AUM, hourly charges, and fixed fees. Its advisory focus is retail-oriented rather than institutional — the practice centers on comprehensive planning and discretionary portfolio oversight for a relatively small client base. The firm was named among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Caroline Gaffney
CEO & Chief Investment OfficerCRD 4699800
Katherine Ann Grant
Chief Operating OfficerCRD 5830295
Contacts
1 of 1
Jacqueline Waite
Financial PlannerCRD 7164375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 176 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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