Atwob is an SEC registered investment adviser organized as a limited liability company with a primary office location in Katonah, NY. Its latest Form ADV filing, dated March 30, 2026, reports $114M in regulatory assets under management, 3 employees, and 275 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
71
2
HNWI
26.8%
26
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$114Mas of March 30, 2026
Discretionary79.3%
$90M
79% of total RAUM79.3%
Non-discretionary20.7%
$24M
21% of total RAUM20.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$114M
Total Accounts275
10Y AUM Change+$79M (+223.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.