AdFi
A

Atwob

SEC Registered
Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
275

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Leadership

Richard Todd Rebori
PRINCIPAL
Michael Tom
PRINCIPAL
Jeffrey Stephen Wund
PRINCIPAL AND CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
NY
KatonahHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#172961
SEC Number
801-118588
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Atwob has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Atwob in Katonah, NY - Fees, Services & Advisors