Company Email Format Management

Atria Wealth Solutions

Financial Services New York, United States 160 employees

Employees: 160
Contacts: 4
Emails: 4
Phones: 1

atriawealth.com LinkedIn

Atria Wealth Solutions Overview

Headquarters: New York, United States
Phone Number: Available in AeroLeads
Website: atriawealth.com
Industry: Financial Services
Employees: 160
Founded: 2017
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

New York

About Atria Wealth Solutions

Atria Wealth Solutions has officially ceased operations following its 2024 acquisition by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial, Western International Securities, SCF Securities, and Grove Point Financial—have been fully absorbed into LPL, and their names have been retired. To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial

Atria Wealth Solutions Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 1; 25.0% coverage

Atria Wealth Solutions Org Chart

Sample employees and titles

Name	Title	Location	Contact
Suresh Joseph		New York City Metropolitan Area, United States	Email
Christopher Herrel	Executive Director Head of Supervision	Cleveland, Ohio, United States	Email
Ria Gost, Ma	Sr. Compliance & Operations Analyst	San Diego, California, United States	Email
Travis Grimm	Head of Operations at Atria Wealth	Sandy, Utah, United States	Email Phone