Atria Investments, operating under the business name Adhesion Wealth Advisor Solutions, provides sub-advisory investment implementation, trading, and rebalancing services. Atria Investments works directly with other registered investment advisors and program sponsors rather than individual retail clients. The firm executes investment instructions, handles portfolio rebalancing, and offers tax management services such as tax-loss harvesting through supported custodians like Charles Schwab, Fidelity Institutional, and Pershing. Atria Investments is a wholly owned subsidiary of AssetMark Financial Holdings, which is owned by the private equity firm GTCR.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.