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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Bridge summitAlpha +more
- 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.
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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%
Timber pioneer
Legacy ridge
- CRD
- #48431
- Ownership
- 17.4%
Showing 2 of 4 owners & executives
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Patrick William Collins
--
- CRD
- #7978880
Graham Taylor Johnstone
--
- CRD
- #8167327
Insight foundation
Harbor quantum
- CRD
- #60101
Showing 2 of 18 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
Total SMA Asset: $9,959,781,753
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $555,405,215 | 10.9% |
| Public Funds | $351,586,787 | 6.9% |
| Other | $1,085,333,126 | 21.3% |
| Cash | $1,268,769,711 | 24.9% |
| Municipal Bonds | $1,095,524,047 | 21.5% |
| U.S. Government/Agency | $738,841,799 | 14.5% |
| Total | $5,095,460,685 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN MOMENTUM WAVE | OPTIMA MERIDIAN | ISG4KPGQL | JUZ | 9.05% | $27,984,520 |
| OAK ATLAS PRIME | VALUE MOMENTUM | 3UWOFG6QY | FDT | 1.56% | $107,790,558 |
| HORIZON CREST DELTA | SUMMIT WAVE | V1IYXY4DZ | MRR | 7.15% | $70,782,693 |
| MERIDIAN UNISON | PRIME OPTIMA | 39ZZRBZMZ | UOB | 8.02% | $92,956,871 |
| CATALYST ATLAS | OPTIMA OAK | LRS6BF9PU | QWMBY | 1.53% | $101,599,770 |
| MERIDIAN OPTIMA MOMENTUM | PEAK RIDGE | 8QBVTVJ3O | BQQYN | 4.99% | $17,591,402 |
| QUANTUM RIDGE VECTOR | SUMMIT BEACON | QUU2QZAGJ | LGSYM | 5.27% | $44,924,263 |
| ATLAS OAK MATRIX | EMBER CATALYST | 5571G5YGD | CNQN | 2.42% | $77,715,477 |