Overview
Assets Under Management: $1.3 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 510
Average Client Assets: $931,246
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: 510
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.19
Average High-Net-Worth Client Assets: $931,246
Total Client Accounts: 6,190
Discretionary Accounts: 3,171
Non-Discretionary Accounts: 3,019
Regulatory Filings
CRD Number: 123608
Filing ID: 2001125
Last Filing Date: 2025-07-01 11:48:00
Website: https://atriawealth.com