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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $222M | $222M | $0 | 4 | 2 |
| Feb 2025 | $222M | $222M | $0 | 4 | 2 |
| Mar 2024 | $192.7M | $190M | $2.6M | 3 | 2 |
| Mar 2023 | $153.5M | $150.2M | $3.3M | 3 | 2 |
| Mar 2022 | $176.2M | $172.2M | $4M | 3 | 2 |
| Dec 2021 | $147.9M | $144.5M | $3.4M | 3 | 2 |
| Apr 2021 | $147.9M | $144.5M | $3.4M | 3 | 2 |
| Jul 2020 | $120M | $117.1M | $2.9M | 3 | 2 |
| Jun 2020 | $120M | $117.1M | $2.9M | 3 | 2 |
| May 2020 | $120M | $117.1M | $2.9M | 3 | 2 |
| Apr 2020 | $120M | $117.1M | $2.9M | 3 | 2 |
| Apr 2020 | $120M | $117.1M | $2.9M | 3 | 2 |
| Mar 2020 | $120M | $117.1M | $2.9M | 3 | 2 |
| Mar 2020 | $120M | $117.1M | $2.9M | 3 | 2 |
| Mar 2019 | $96.4M | $94M | $2.4M | 3 | 2 |
| Dec 2018 | $100.7M | $98.2M | $2.5M | 3 | 2 |
| Jul 2018 | $100.7M | $98.2M | $2.5M | 3 | 2 |
DateMar 2025
Total AUM$222M
Discretionary$222M
Non-Disc.$0
Employees4
Clients2
DateFeb 2025
Total AUM$222M
Discretionary$222M
Non-Disc.$0
Employees4
Clients2
DateMar 2024
Total AUM$192.7M
Discretionary$190M
Non-Disc.$2.6M
Employees3
Clients2
DateMar 2023
Total AUM$153.5M
Discretionary$150.2M
Non-Disc.$3.3M
Employees3
Clients2
DateMar 2022
Total AUM$176.2M
Discretionary$172.2M
Non-Disc.$4M
Employees3
Clients2
DateDec 2021
Total AUM$147.9M
Discretionary$144.5M
Non-Disc.$3.4M
Employees3
Clients2
DateApr 2021
Total AUM$147.9M
Discretionary$144.5M
Non-Disc.$3.4M
Employees3
Clients2
DateJul 2020
Total AUM$120M
Discretionary$117.1M
Non-Disc.$2.9M
Employees3
Clients2
DateJun 2020
Total AUM$120M
Discretionary$117.1M
Non-Disc.$2.9M
Employees3
Clients2
DateMay 2020
Total AUM$120M
Discretionary$117.1M
Non-Disc.$2.9M
Employees3
Clients2
DateApr 2020
Total AUM$120M
Discretionary$117.1M
Non-Disc.$2.9M
Employees3
Clients2
DateApr 2020
Total AUM$120M
Discretionary$117.1M
Non-Disc.$2.9M
Employees3
Clients2
DateMar 2020
Total AUM$120M
Discretionary$117.1M
Non-Disc.$2.9M
Employees3
Clients2
DateMar 2020
Total AUM$120M
Discretionary$117.1M
Non-Disc.$2.9M
Employees3
Clients2
DateMar 2019
Total AUM$96.4M
Discretionary$94M
Non-Disc.$2.4M
Employees3
Clients2
DateDec 2018
Total AUM$100.7M
Discretionary$98.2M
Non-Disc.$2.5M
Employees3
Clients2
DateJul 2018
Total AUM$100.7M
Discretionary$98.2M
Non-Disc.$2.5M
Employees3
Clients2