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ATWATER MALICK

LANCASTER, PA · CRD 147972 · IAPD ↗ · atwatermalick.com · (717) 400-1505

$687.4MRegulatory AUM
2Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — ATWATER MALICK notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — ATWATER MALICK notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — ATWATER MALICK notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — ATWATER MALICK crossed $500M in regulatory AUM ($481.6M -> $586.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
February 2024 — ATWATER MALICK reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.