Institutional
    SEC Registered

    Adhesion Wealth Advisor Solutions

    Registered investment advisor · Charlotte, North Carolina · CRD #143593

    Assets Under Management
    $11B
    Client Accounts
    31,684
    Employees
    60
    CRD Number
    143593
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Clearing & Custody Solutions

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Adhesion Wealth Advisor Solutions

    Adhesion Wealth Advisor Solutions is a prominent provider of outsourced investment management and integrated wealth management technology for registered investment advisors (RIAs). Founded in 1999 and based in Charlotte, North Carolina, the company has established itself as a key partner for independent advisors looking to enhance their businesses with comprehensive technology and investment management services. The company offers a wide range of solutions, including Unified Managed Accounts (U

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Adhesion Wealth Advisor Solutions

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    Frequently Asked Questions

    What is Adhesion Wealth Advisor Solutions's AUM?

    Adhesion Wealth Advisor Solutions reports approximately $11B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Adhesion Wealth Advisor Solutions headquartered?

    Adhesion Wealth Advisor Solutions is headquartered in Charlotte, North Carolina.

    What is Adhesion Wealth Advisor Solutions's CRD number?

    Adhesion Wealth Advisor Solutions's CRD number is 143593. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Adhesion Wealth Advisor Solutions manage?

    Adhesion Wealth Advisor Solutions manages approximately 31,684 client accounts according to its latest SEC filing.

    Is Adhesion Wealth Advisor Solutions SEC registered?

    Yes, Adhesion Wealth Advisor Solutions is registered with the SEC as an investment adviser with an approved registration status.

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