PPrivate Fund Data Log in Join · $37/mo

Atria Wealth Solutions, Inc.

ShareholderGrove Point Advisors, LLC

About Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. is listed as Shareholder at Grove Point Advisors, LLC in Rockville, MD. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Grove Point Advisors, 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 Grove Point Advisors, LLC on SEC Form ADV.

How much of Grove Point Advisors, LLC does Atria Wealth Solutions, Inc. own?

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

Grove Point Advisors, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2024