ADHESION WEALTH ADVISOR SOLUTIONS

ATRIA INVESTMENTS, INC.

CRD 143593 · SEC 801-67829

Visit website

2825 SOUTH BLVD, SUITE 500, CHARLOTTE, NC, 28209, United States

Phone

888-295-8351

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$11.05B

Discretionary AUM

$11.05B

Team

60 total employees; 15 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

Services

Portfolio management (institutions)

Client types

Type	Clients	AUM
Other investment advisers	113	$11.05B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.ADHESIONWEALTH.COM
HTTPS://WWW.LINKEDIN.COM/COMPANY/ADHESION-WEALTH-ADVISOR-SOLUTIONS/
HTTPS://TWITTER.COM/ADHESIONWEALTH
https://exchange.adhesionwealth.com//
https://www.youtube.com/channel/UCAhyXc7IPU4xcAIXsaOlTvA

Official SEC filing: View on IAPD