← Tributary

ATWATER WEALTH MANAGEMENT, INC.

BOSTON, MA · CRD 172749 · IAPD ↗ · atwaterwealth.com · 617-723-1439

$248.2MRegulatory AUM
2Advisory reps
3Employees
2Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — ATWATER WEALTH MANAGEMENT, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — ATWATER WEALTH MANAGEMENT is now doing business as ATWATER WEALTH MANAGEMENT, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2024 — ATWATER WEALTH MANAGEMENT, INC. reported RAUM up 26% ($153.5M -> $192.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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