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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-1996
- Office Locations
- 1
Office Locations
About Choate Investment Advisors
Choate Wealth is a Boston-based, fee-only wealth manager serving multigenerational families, entrepreneurs, and charitable entities. The firm provides integrated planning and investment management alongside tax, trust, and estate advisory through a multidisciplinary team that includes attorneys and tax specialists. Portfolios are built using asset allocation with ETFs and public funds, spanning equities and fixed income, and can support ESG/socially responsible mandates.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM increased 13.2%, from $8.9B to $10.0B.
Across 5 reported observations, AUM increased 52.5% between March 30, 2022 and March 30, 2026, from $6.6B to $10.0B.
Of the latest reported AUM, 92.3% is discretionary and 7.7% is non-discretionary.
The firm reports 20 advisory representatives and 653 clients, or 32.7 clients per representative. That equates to $15.4M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Choate Investment Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TAMER MAKRAM ALAMUDDIN
Investment Advisor
- CRD
- #6924607
- Ownership
- Less than 5%
ERIN ELWOOD KERR
Chief Compliance Officer, Investment Advisor
- CRD
- #6563372
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Patrick William Collins
Client Analyst
- CRD
- #7978880
Graham Taylor Johnstone
Client Analyst
- CRD
- #8167327
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,271,061,008 | $2,385,146 |
| Non-Discretionary | $776,858,302 | $6,367,691 |
| Total | $10,047,919,310 | $2,506,341 |
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Separately Managed Accounts
SMA allocation detail is available
Choate Investment Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Choate Investment Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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