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ATRIA INVESTMENTS, INC.
ATRIA INVESTMENTS, INC.
ADHESION WEALTH ADVISOR SOLUTIONS
CHARLOTTE, North Carolina
·
6 registered advisors
·
CRD# 143593
SEC# 801-67829
1
888-295-8351
01
Firm Overview
AUM
$10.8B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Wealth Management
04
Advisors at ATRIA INVESTMENTS, INC.
6 registered advisors
Barrett Walter Ayers
CHARLOTTE, North Carolina
CRD# 2416450
Daniel Brendan Mulvey
CHARLOTTE, North Carolina
CRD# 1976010
Jordan Thomas Darr
CHARLOTTE, North Carolina
CRD# 5177848
Lou Maiuri
CHARLOTTE, North Carolina
CRD# 8005323
Michael (nmn) Stier
CHARLOTTE, North Carolina
CRD# 2172139
Ryan Scott Lambuth
CHARLOTTE, North Carolina
CRD# 5382199
05
Office Locations
CHARLOTTE, North Carolina
6 advisors
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Data sourced from SEC Form ADV filings. ATRIA INVESTMENTS, INC. (CRD# 143593) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.