ATWATER WEALTH MANAGEMENT, INC.
CRD #172749 SEC #801-113808 BOSTON, MA 617-723-1439
SEC Registered
Total AUM
$222M
Discretionary
$222M
Employees
4
Clients
51
Accounts
329
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GRANT, KATHERINE ANN | I | CHIEF OPERATING OFFICER | NA | |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| GAFFNEY, CAROLINE, ANNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (4)
CA LA MA NH
Address
176 FEDERAL STREET5TH FLOOR
BOSTON, MA 02110
United States
Phone: 617-723-1439