Announced
Completed
Synopsis
Atria Wealth Solutions, a multi-channel wealth management solutions holding company, completed the acquisition of Western International Securities, a brokerage and investment solutions provider. Financial terms were not disclosed. Atria's acquisition of WIS represents another strategic move forward in delivering an industry-leading offering in the fast-changing independent wealth management space. "The acquisition of WIS is another step forward for our firm, our clients and the financial industry at large. The intensely rapid and evolving wealth management landscape is forcing firms to rethink their value proposition and offer greater expertise and choice to their clients. We are very excited to welcome all of the advisors and employees of WIS and look forward to our bright future together," Doug Ketterer, Atria, Founding Partner and CEO.
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