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Atria Wealth Solutions Adds Two Teams with Over $220 Million in Client Assets

Atria Wealth Solutions Adds Two Teams with Over $220 Million in Client Assets

| February 08, 2023

Atria continues growth momentum by welcoming Cypress Private Wealth and Marshall Wealth Management Group to Cadaret Grant

New York, NY — February 8, 2023 — Atria Wealth Solutions, Inc. (Atria), a wealth management solutions company, announced the recruitment of Marshall Wealth Management Group and Cypress Private Wealth from LPL Financial to Atria subsidiary Cadaret Grant. The firms, led by Brad Marshall and Dominick Ruiz, respectively, bring more than $220 million in combined client assets.

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