# Adhesion Wealth Advisor Solutions

> Adhesion Wealth Advisor Solutions is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2007, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 143593
- Filed as: ADHESION WEALTH ADVISOR SOLUTIONS
- Legal name: Atria Investments, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143593
- AdvisorCensus page: https://advisorcensus.com/firm/adhesion-wealth-advisor-solutions-charlotte-nc-143593

## Quick answers

**How is Adhesion Wealth Advisor Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Adhesion Wealth Advisor Solutions reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Adhesion Wealth Advisor Solutions located?**
Adhesion Wealth Advisor Solutions' principal office is in Charlotte, NC, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Adhesion Wealth Advisor Solutions registered with the SEC or a state?**
Adhesion Wealth Advisor Solutions is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143593.

**How much does Adhesion Wealth Advisor Solutions manage?**
Adhesion Wealth Advisor Solutions reports $11,048,554,773 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Adhesion Wealth Advisor Solutions' assets and staff changed since 2021?**
In the Form ADV data for Adhesion Wealth Advisor Solutions: Regulatory assets under management: $7,050,000,000 in the October 2021 data and $11,048,554,773 in the October 2026 data, up 57%. Total employees: 41 in October 2021 and 60 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Adhesion Wealth Advisor Solutions serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (113).

**Which custodians does Adhesion Wealth Advisor Solutions use?**
Adhesion Wealth Advisor Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity as custodians holding 10% or more of its separately managed account assets.

**Does Adhesion Wealth Advisor Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143593

**Does Adhesion Wealth Advisor Solutions state an account minimum?**
Its Form ADV Part 2A brochure dated July 31, 2026 says: "We do not impose a minimum account size for our services. However, we may impose a minimum OPM Fee as described in Item 5."

**What changed in Adhesion Wealth Advisor Solutions' recent Form ADV filings?**
In the April 2026 filing data: Added an office in Phoenix, AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Account minimum: None

> We do not impose a minimum account size for our services. However, we may impose a minimum OPM Fee as described in Item 5.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $11,048,554,773
- Discretionary: $11,048,554,773
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 113 | $11,048,554,773 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2007 (19 years)
- Employees: 60 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Concord, CA
- Phoenix, AZ

### Websites listed on Form ADV (Item 1.I)
- adhesionwealth.com
- exchange.adhesionwealth.com
- LinkedIn @ADHESION-WEALTH-ADVISOR-SOLUTIONS
- X @ADHESIONWEALTH
- YouTube @UCAhyXc7IPU4xcAIXsaOlTvA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,050,000,000 | 41 | June 29, 2021 |
| October 2022 | $9,544,246,102 | 32 | April 5, 2022 |
| October 2023 | $8,342,573,056 | 45 | March 30, 2023 |
| October 2024 | $10,771,561,842 | 50 | September 30, 2024 |
| October 2025 | $10,425,682,263 | 60 | April 16, 2025 |
| October 2026 | $11,048,554,773 | 60 | July 31, 2026 |

Regulatory assets under management: $7,050,000,000 in the October 2021 data and $11,048,554,773 in the October 2026 data, up 57%.
Total employees: 41 in October 2021 and 60 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added an office in Phoenix, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adhesion Wealth Advisor Solutions (CRD 143593): Form ADV filing data as of October 2026.