| Name | Title | Ownership | Since |
|---|---|---|---|
| Caroline Anne Gaffney Control | Chief Executive Officer/Chief Compliance Officer | Over 75% | 2014 |
| Katherine Ann Grant | Chief Operating Officer | Under 5% | 2014 |
Atwater Wealth Management, Inc. reports $222 million in regulatory assets under management on its Form ADV.
Atwater Wealth Management, Inc. reports 4 employees.
Atwater Wealth Management, Inc. is based in Boston, MA and has been SEC-registered since 2018.
Atwater Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 176 Federal Street, 5th Floor, Boston, MA 02110 |
| Phone | 617-723-1439 |
| Fax | 857-350-3617 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $222M |
| Non-discretionary | $0 |
| Total (RAUM) | $222M |