Lou Maiuri appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lou Maiuri appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-15 | Form ADV | ASSETMARK, INC. | CHAIRMAN OF THE BOARD & DIRECTOR | CONCORD, CA |
| 2025-12-23 | Form ADV | ATRIA INVESTMENTS, INC. | CHAIRMAN | CHARLOTTE, NC |