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 a corporation operating as an institutional registered investment adviser; the firm registered with the SEC in 2007. Its client focus is institutional — the ADV identifies portfolio management for businesses or institutions as a primary advisory activity. Compensation is a mix of assets-under-management fees and fixed fees. The firm maintains industry ties that include broker‑dealer, other investment adviser, trust company, and pension consultant relationships.
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 10
Tai Vu
Portfolio Operations SpecialistCRD 7066166
Daniel Mulvey
Managing DirectorCRD 1976010
Ted Angus
EVP, General CounselCRD 4156167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 954Active vs passive
$5.9B in ETFs
73%
$4.3B
20%
$1.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $329M | 429,001 | 5.53% |
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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