Atwater Malick, Llc
- Regulatory AUM
- $687M
- Discretionary
- $687M
- Clients
- 297
- Avg AUM / client
- $2.3M
- Accounts
- 947
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $52.7M | 7.67% |
| High net worth individuals | 163 | $499M | 72.5% |
| Pension and profit sharing plans | 10 | $133M | 19.3% |
| Charitable organizations | 2 | $1.7M | 0.25% |
| Corporations and other businesses | Fewer than 5 clients | $1.3M | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Family Practice Center, Pc 401 K Plan Family Practice Center, Pc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin H. Atwater | Managing Member | Aug 2008 (18y) | 50% – 75% | |
| Matthew Charles Malick | Managing Member | CFP CFA | Aug 2008 (18y) | 50% – 75% |
| Meghan Amanda Baum | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Family Practice Center, Pc 401 K Plan | Family Practice Center, Pc | 985 | $108M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $316M (46% of AUM) Apr 2026
- Charles Schwab & Co. $244M (35% of AUM) Apr 2026
- Empower Trust Co $127M (19% of AUM) Apr 2026
- Great West Trust Company, Llc $107M (18% of AUM) Oct 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗