← Tributary

ADHESION WEALTH ADVISOR SOLUTIONS

CHARLOTTE, NC · CRD 143593 · IAPD ↗ · adhesionwealth.com · 888-295-8351

$11.05BRegulatory AUM
15Advisory reps
60Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
April 2026 — ADHESION WEALTH ADVISOR SOLUTIONS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — ADHESION WEALTH ADVISOR SOLUTIONS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — ADHESION WEALTH ADVISOR SOLUTIONS notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VI, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — ADHESION WEALTH ADVISOR SOLUTIONS grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.