# Atwater Wealth Management

Atwater Wealth Management is a Bank / Wealth / Trust based in Boston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2008
- **Assets under management:** 190 (Altss estimate)
- **Website:** atwaterwealth.com
- **LinkedIn:** https://www.linkedin.com/company/atwater-capital

## Regulatory record

- **CRD number:** 172749
- **SEC file number:** 801-113808
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172749

## About

Atwater Wealth Management was established in 2008 in Massachusetts. It functions as a registered investment advisor providing services to individuals and high-net-worth individuals. The firm delivers investment advisory services that include financial planning, portfolio management, and tax and estate planning. No specific asset classes, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm operates as a standard wealth manager without disclosed hybrid structures or succession details.

## Questions

### Who runs investment decisions at Atwater Wealth Management?

No named principals or CIO appear in public records.

### Does Atwater Wealth Management participate in fund commitments or only direct deals?

Available information does not specify fund commitments or direct deal activity.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/atwater-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology