Overview
Assets Under Management: $2.5 billion
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 421
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 421
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 9,556
Discretionary Accounts: 2,228
Non-Discretionary Accounts: 7,328
Regulatory Filings
CRD Number: 313171
Filing ID: 2001207
Last Filing Date: 2025-07-01 12:02:00
Website: https://atriawealth.com