ATWATER WEALTH MANAGEMENT, INC. of BOSTON, MA is an SEC-registered investment adviser (CRD 172749). Regulatory assets under management: $248.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Katherine Ann Grant | CHIEF OPERATING OFFICER | — |
| Caroline Anne Gaffney | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| GAFFNEY CAROLINE ANNE | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| GRANT KATHERINE ANN | CHIEF OPERATING OFFICER | — |