Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. is a privately-held wealth management holding company headquartered in New York, NY. Founded in 2017, it delivers a suite of wealth management, brokerage, and advisory solutions to financial professionals and institutions across the United States. The firm is recognized for integrating technology, operations, and support services for independent broker-dealers, with an employee count estimated to be over 500. Atria partners with financial institutions and independent financial professionals, helping them serve their clients more effectively through scalable registered investment adviser (RIA) and broker-dealer platforms.
Investment Strategy
Atria Wealth Solutions, Inc. focuses on supporting independent financial professionals and institutions by providing integrated technology platforms, operations, and compliance solutions. It does not directly manage pooled investment assets; rather, it enables advisers to deliver tailored investment advice, comprehensive wealth management strategies, and financial planning services. The firm prioritizes scalable platforms, compliance leadership, and operational efficiency to empower advisers to meet varied client needs across individual, high-net-worth, and institutional segments.
Top Holdings
Equity Positions (1,434)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 2.76% | $122.0M | 196,325 | $437.44 | $620.90 | -$118.1M |
N NVDA | NVIDIA CORPORATION | 1.97% | $87.0M | 549,711 | $17.69 | $157.99 | -$62.0M |
Q QQQ | INVESCO QQQ TR | 1.91% | $84.6M | 153,194 | $359.15 | $551.64 | -$43.5M |
A AAPL | APPLE INC | 1.63% | $72.0M | 346,234 | $151.89 | $205.17 | -$120.3M |
M MSFT | MICROSOFT CORP | 1.57% | $69.6M | 139,747 | $294.45 | $497.41 | -$51.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | Sold | Put | $1.4M | 70 | $205.17 | $229.76 | -119 | -$2.8M |