PPrivate Fund Data Log in Join · $37/mo

Atria Wealth Solutions, Inc

ShareholderSorrento Pacific Financial, LLC

About Atria Wealth Solutions, Inc

Atria Wealth Solutions, Inc is listed as Shareholder at Sorrento Pacific Financial, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sorrento Pacific Financial, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Atria Wealth Solutions, Inc work?

Atria Wealth Solutions, Inc is listed as Shareholder at Sorrento Pacific Financial, LLC on SEC Form ADV.

How much of Sorrento Pacific Financial, LLC does Atria Wealth Solutions, Inc own?

Form ADV reports a beneficial ownership band of Over 75%.

Sorrento Pacific Financial, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2018