Adhesion Wealth Advisor Solutions
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 143593
- Registered since
- April 24, 2007
- Website
- www.adhesionwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Adhesion Wealth Advisor Solutions is an SEC‑registered corporation that operates as an institutional registered investment adviser, with its registration dating back to 2007. The firm’s client focus is institutional — it provides portfolio management services for businesses and other institutional entities rather than retail households. Its fee model combines percentage-of-AUM billing with fixed fees. Adhesion reports ties to several industry infrastructures: it maintains relationships with broker‑dealers, other investment advisers, trust companies and pension consulting channels. The firm does not identify as an active ESG investor on its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities43%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Michael Kim
President and CEOCRD 3095923
Carrie Hansen
Chief Operating OfficerCRD 4781315
Contacts
3 of 11
Vincent Lewis
Client Service Support RepresentativeCRD 4294416
Tai Vu
Portfolio Operations SpecialistCRD 7066166
Daniel Mulvey
Managing DirectorCRD 1976010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,765Active vs passive
$11.8B in ETFs
78%
$9.1B
17%
$2.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $317M | 423,685 | 2.69% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2825 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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