Overview
Assets Under Management: $222 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 33
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 924
Discretionary Accounts: 697
Non-Discretionary Accounts: 227
Regulatory Filings
CRD Number: 127787
Filing ID: 2008496
Last Filing Date: 2025-08-08 07:35:00
Website: https://atriawealth.com