1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ATWATER WEALTH MANAGEMENT, INC.

Map pinBOSTON, MA
Phone617-723-1439
NotebookSEC #801-113808
Total AUM
$248.2M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
176 FEDERAL STREET
5TH FLOOR
BOSTON
MA 02110
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-723-1439

ReceiptFinancials

Total AUM
$248.2M
Accounts
322
Discretionary
$248.2M
Accounts
322
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
36
AUM
$13.4M
HNW Individual Clients
62
AUM
$234.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account