ATWATER WEALTH MANAGEMENT, INC.

ATWATER WEALTH MANAGEMENT
BOSTON, Massachusetts·2 registered advisors·CRD# 172749
SEC# 801-1138080617-723-1439
01

Firm Overview

AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ATWATER WEALTH MANAGEMENT, INC.

2 registered advisors
Caroline Anne Gaffney
BOSTON, Massachusetts
Katherine Ann Grant
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. ATWATER WEALTH MANAGEMENT, INC. (CRD# 172749) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.