Atria Investments, Inc.
● SEC registered since 2007CRD 143593SEC# 801-67829Charlotte, NC
Reg. AUM
$11.05B
Employees
60
Accounts
31,684
Location
Charlotte, NC
Atria Investments, Inc. assets under management
Atria Investments, Inc. is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2007. It reports $11 billion in regulatory assets under management and employs 60 people.
Atria Investments, Inc. owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. Control | Sole Shareholder - Direct Owner | Over 75% | 2022 |
| Carrie Ellen Hansen Control | Evp & Chief Operating Officer | Under 5% | 2025 |
| Daniel Brendan Mulvey Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Atria Investments, Inc. manage?
Atria Investments, Inc. reports $11 billion in regulatory assets under management on its Form ADV.
How many employees does Atria Investments, Inc. have?
Atria Investments, Inc. reports 60 employees.
Where is Atria Investments, Inc. located?
Atria Investments, Inc. is based in Charlotte, NC and has been SEC-registered since 2007.
Does Atria Investments, Inc. disclose fund performance?
Atria Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2825 South Blvd, Suite 500, Charlotte, NC 28209 |
| Phone | 888-295-8351 |
| Office hours | 8a.m. - 5p.m. Est |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1113802 |
| Discloses disciplinary history | No |
Regulatory AUM
$11.05B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$11.05Bregulatory AUM
Discretionary $11.05B