SourcingSourcing

ATRIA INVESTMENTS, INC.

C20
CRD 143593·SEC 801-67829·CHARLOTTE, NC
AUM
$11.05B
$1B+
Est. Revenue
$110.5M
@ 1% on AUM
Est. EBITDA
$33.1M
@ 30% margin
Est. Deal Value
$265.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ATRIA INVESTMENTS, INC.
CRD
143593
SEC file #
801-67829
EIN
271037555
DBA names
Adhesion Wealth Advisor Solutions

Economics

AUM
$11.05B
AUM band
$1B+
AUM trajectory
'20'26
$3.22B → $11.05B▲ +243%
Client mix
Other Investment Advisers113

Operations

Employees (total)
60
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
6 advisors → 15 advisors▲ +150%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
adhesionwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ASSETMARK FINANCIAL HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
ASSETMARK FINANCIAL HOLDINGS, INC.
ANGUS, TED, FYKE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ADHESIONWEALTH.COM
Rdap Domain Creation Date
2008-04-25T13:23:00Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001950158
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2023-02-09
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
15
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001950158-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity3
Edgar Addresses
Mailing
9 S WASHINGTON ST STE 211SPOKANE, WA 99201
Business
9 S WASHINGTON ST STE 211SPOKANE, WA 99201
Edgar EIN
271037555
Edgar Recent Filings
13F-HR/A2026-05-01 · 0001950158-26-000003
13F-HR2026-05-01 · 0001950158-26-000002
Fee Schedule
Bracket Ix52
Bracket I43
Bracket Xi3
Bracket Iv1
Bracket Vi1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-04-25T13:23:00Z
Rdap Domain Last Changed
2025-08-18T16:45:49Z
Rdap Nameservers
Ns1-38.azure-dns.comNs2-38.azure-dns.netNs3-38.azure-dns.orgNs4-38.azure-dns.info
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (13)

13
MULVEY, DANIEL, BRENDAN
IAR · Executive Officer · 2.5%
1976010
ANGUS, TED, FYKE
Executive Officer · 2.5%
4156167
HANSEN, CARRIE, ELLEN
Executive Officer · 2.5%
4781315
KIM, MICHAEL
Executive Officer · 2.5%
3095923
MAIURI, LOU
Executive Officer · 2.5%
8005323
MCNATT, JOEL, DAVID
Executive Officer · 2.5%
2903101
ZYLA, GARY, GEORGE
Executive Officer · 2.5%
5906412
Tai Anh Vu
IAR
7066166
David Raine
IAR
4165891
VINCENT SCOTT LEWIS
IAR
4294416
SCOTT HAUSER FEWIN
IAR
2512530
Holly Lobprise
IAR
7011045
JONATHAN Samuel SHARPE
IAR
7455368