ATWATER MALICK

Legal name: ATWATER MALICK, LLC

CRD 147972File 801-107806

APPROVED

Retail clients

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$687.4M

Above cohort median (national)

Discretionary AUM

$687.4M

Clients

297

947 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: May 10, 2016
Principal office: 201 GRANITE RUN DRIVE, SUITE 290, LANCASTER, PA, 17601
Phone: (717) 400-1505
Website: HTTPS://WWW.ATWATERMALICK.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $687.4M
Discretionary AUM: $687.4M
Non-discretionary AUM: $0
Discretionary accounts: 947
Non-discretionary accounts: 0
Total accounts: 947
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.3M
Charitable organizations	2	$1.7M
High net worth individuals	163	$498.6M
Pension and profit sharing plans	10	$133.0M
Individuals (other than high net worth individuals)	122	$52.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.