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Atria Wealth Solutions closes CUSO Financial, Sorrento Pacific deal

New York-based Atria Wealth Solutions, a newly formed wealth management solutions holding company, has completed the acquisition of CUSO Financial Services LP and sister company Sorrento Pacific Financial LLC.

CUSO Financial Services signed off on the deal with more than 95% of units voting in favor of the transaction.

Valorie Seyfert and Amy Beattie will continue to lead CUSO Financial Services and Sorrento Pacific Financial, and have obtained an equity interest in Atria.