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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-19-2008
- Office Locations
- 1
Office Locations
About Atwater Malick
Atwater Malick is an independent, fee-only RIA (founded 2008) providing customized wealth management and discretionary portfolio management with an emphasis on retirement income planning. The firm often works with clients navigating major transitions (retirement, inheritance, business sale, divorce) and typically serves households with $1M+ investable assets. Portfolios commonly use ETFs alongside public funds and government/agency bonds. Publishes a client book, “The Disciplined Contrarian.”
Team overview
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Owner & Executives
BENJAMIN H. ATWATER
Investment Advisor, Managing Member
- CRD
- #5588985
- Ownership
- 50% but less than 75%
MATTHEW CHARLES MALICK
Investment Advisor, Managing Member
- CRD
- #4631713
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MEGHAN AMANDA BAUM
--
- CRD
- #8278544
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $687,373,252 | $725,843 |
| Non-Discretionary | $0 | -- |
| Total | $687,373,252 | $725,843 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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