ATWATER WEALTH MANAGEMENT, INC.

Overview

Atwater Wealth Management, Inc. is an independent registered investment adviser focused on individual and family clients. The firm has been SEC-registered since 2018 and is owned by an individual. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, delivered under a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Atwater does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor. The firm received recognition from FA Magazine in 2020 on its list of top RIA firms. Investment activity emphasizes pooled public vehicles, with discretionary management applied across client relationships. Custody and execution are handled through LPL Financial, and the firm’s filing shows a strong tilt toward mutual funds as the primary vehicle for implementing asset allocation and portfolio strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices