Atria Wealth Solutions Employee Directory

Q: What is Atria Wealth Solutions known for?

Atria Wealth Solutions was founded in 2017. Atria Wealth Solutions operates in the Financial Services industry.

Q: How many employees does Atria Wealth Solutions have currently?

Atria Wealth Solutions has approximately 201 employees.

Financial ServicesNew York, United States201-500 Employees

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

Find Atria Wealth Solutions employees' phone numbers or email addresses

Atria Wealth Solutions Global Highlights

North America
167

United States Of America
167

Africa
1

South Africa
1

Atria Wealth Solutions's Leadership

D. J. K.
Chief Executive Officer And Founding Partner, Atria Wealth Solutions
Mobile Phone
Email
E. E.
Chief Operating Officer And Founding Partner, Atria Wealth Solutions
Mobile Phone
Email
J. R.
Chief Technology Officer
Mobile Phone
Email
P. S.
Vice President - Data Engineering
Mobile Phone
Email
K. O.
Vice President Manager, Licensing & Registration
Mobile Phone
Email
A. A.
Vice President Human Resources
Mobile Phone
Email
T. G.
Head Of Operations
Mobile Phone
Email
J. C.
Head Of Recruiting
Mobile Phone
Email

Atria Wealth Solutions Employee Metrics

100%

50%

0%

2025

2024

Finance
Analytics
Operations
Engineering
Accounting
Other
Marketing
Administrative

Contact profiles from Atria Wealth Solutions

Name

Title

Contact Info

Location

Last Update

E. B.
Assistant Vice President, Corporate Services
Mobile Phone
Email
Nov 22, 2025
K. O.
Vice President Manager, Licensing & Registration
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
A. A.
Vice President Human Resources
Mobile Phone
Email
Jul 17, 2025
J. C.
Head Of Recruiting
Mobile Phone
Email
United StatesNew York
Jun 25, 2025
M. W.
Vp, Lead Security Analyst
Mobile Phone
Email
United StatesNebraska
Nov 22, 2025
J. O.
Avp Head Of Transitions
Mobile Phone
Email
United StatesTexas
Nov 11, 2025
A. C. H.
Managing Director - General Counsel
Mobile Phone
Email
United StatesNew York
Nov 22, 2025
K. C.
Executive Director
Mobile Phone
Email
United StatesNew York
Nov 10, 2025
M. S.
Executive Director, Compliance
Mobile Phone
Email
United StatesOregon
Nov 22, 2025
A. L.
Executive Director Operations
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Atria Wealth Solutions known for?

Atria Wealth Solutions was founded in 2017 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-646-568-****

. Explore Atria Wealth Solutions's company overview page for more information.

What is Atria Wealth Solutions's most common email format?

Atria Wealth Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atria Wealth Solutions email formats with LeadIQ.

How many employees does Atria Wealth Solutions have currently?

Atria Wealth Solutions has approximately 201 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Atria Wealth Solutions's key employees and leadership?

As of December 2025, Atria Wealth Solutions's key employees include:

Chief Executive Officer And Founding Partner, Atria Wealth Solutions: D. J. K.
Chief Operating Officer And Founding Partner, Atria Wealth Solutions: E. E.
Chief Technology Officer: J. R.
Vice President - Data Engineering: P. S.
Vice President Manager, Licensing & Registration: K. O.

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