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Atria Wealth Solutions, Inc.

ShareholderCuso Financial Services, L.P.

About Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. is listed as Shareholder at Cuso Financial Services, L.P. in San Diego, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Cuso Financial Services, L.P.
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 Cuso Financial Services, L.P. on SEC Form ADV.

How much of Cuso Financial Services, L.P. does Atria Wealth Solutions, Inc. own?

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

Cuso Financial Services, L.P.

TitleShareholder
OwnershipOver 75%
Control personYes
Since2018