$248.2M Total AUM
$248.2M Disc. AUM
17.4% 3Y CAGR
3 Employees
100 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- TimberPioneer
- Established Date
- 09-01-2014
- Office Locations
- 1
Office Locations
176 Federal Street 5TH Floor Boston MA
About Atwater Wealth Management, Inc.
Atwater Wealth Management, Inc. is a Boston-based RIA. The firm has been operating for 11 years. Managing $248.2M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
51 AVG AGE
$124.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
8.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Fusion prime Matrix bridge Fusion peak Matrix momentum
Client Personas
Eagle legacy
Investment Themes
Vital Ridge eagle Alpha
Investment Vehicles
Focus meridian
Platform
Frontier
Services
Oak North catalyst Element summit Zenith North Prime North ember
Technology
Pathway insight Glacier
Owner & Executives
CAROLINE ANNE GAFFNEY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4699800
- Ownership
- 75% or more
(215) 946-9619
horizon.bridge@unisoncapital.com
in linkedin.com/in/legacy-legacy
K
KATHERINE ANN GRANT
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
(547) 953-5147
summit.ridge@primecapital.com
in linkedin.com/in/frontier-insight
Showing 2 of 2 owners & executives
Unlock allContacts
JACQUELINE ANN WAITE
--
- CRD
- #7164375
(408) 661-3817
wave.north@crestcapital.com
in linkedin.com/in/optima-horizon
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $248,226,322 | $770,889 |
| Non-Discretionary | $0 | -- |
| Total | $248,226,322 | $770,889 |
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Separately Managed Accounts
Total SMA Asset: $248,226,322
Public Funds:
11.3% Equity - Exchange:
33.3% Cash:
24.0% Corporate - Investment Grade:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $709,602,345 | 11.3% |
| Equity - Exchange | $2,091,129,035 | 33.3% |
| Cash | $1,507,120,025 | 24.0% |
| Corporate - Investment Grade | $1,971,815,367 | 31.4% |
| Total | $6,279,666,772 | 100.0% |