Joel David McNatt
EvpAtria Investments, Inc.CRD 2903101
About Joel David McNatt
Joel David McNatt is listed as Evp at Atria Investments, Inc. in Charlotte, NC. Form ADV reports a beneficial ownership band of Under 5%. Joel David McNatt is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Atria Investments, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joel David McNatt work?
Joel David McNatt is listed as Evp at Atria Investments, Inc. on SEC Form ADV.
How much of Atria Investments, Inc. does Joel David McNatt own?
Form ADV reports a beneficial ownership band of Under 5%.
Atria Investments, Inc.
| Title | Evp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Assetmark, Inc.
| Title | Chief Wealth Solutions Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |