# ATWATER WEALTH MANAGEMENT, INC.

ATWATER WEALTH MANAGEMENT, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 172749
- Type: SEC-registered investment adviser
- SEC file number: 801-113808
- Location: 176 FEDERAL STREET, 5TH FLOOR, BOSTON, MA, 02110
- Phone: 617-723-1439
- Latest filing: 2026-03-12
- Regulatory AUM: $248.2M
- Discretionary AUM: $248.2M
- Clients: 3
- Accounts: 322

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172749/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172749/similar
- Related entities: https://search.stillhousedata.com/firm/172749/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172749

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.