Adhesion Wealth Advisor Solutions is an SEC registered investment adviser organized as a corporation with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 17, 2026, reports $11.0B in regulatory assets under management, 60 employees, 2 offices, and 31,684 accounts.
Assets Under Management
$11.0B
Employees
60
Offices
2 offices
Total Clients
113
Primary office
CHARLOTTE, NC
2825 SOUTH BLVD, SUITE 500, CHARLOTTE, NC, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
113
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.0Bas of March 17, 2026
Discretionary100.0%
$11.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.0B
Total Accounts31,684
10Y AUM Change+$8.4B (+316.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee2:1
10Y Employee Change+55 (+1100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.