Atria Wealth Solutions Adds Former Cetera and Edward Jones Team with $175 in Client Assets

The DI Wire | Staff

December 22, 2023

Atria Wealth Solutions Inc., a wealth management solutions holding company, announced the addition of Gaschen, Berlingeri & Casebolt, to its subsidiary, Cadaret Grant.

Atria says that the Lubbock, Texas-based team oversees more than $175 million in client assets.

Paul Gaschen and Angel Berlingeri, who originally co-founded Gaschen, Berlingeri and Associates, along with Jonathan “Jon” Casebolt, have decades of experience in multi-generational wealth planning and providing strategic growth and transition solutions for small business owners. According to a release from Atria, their decision to join Cadaret Grant was driven by the desire to partner with a firm that offers tailored solutions for their diverse client base and supports their future business ambitions with innovative resources.

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