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ADHESION WEALTH ADVISOR SOLUTIONS
Legal name: ATRIA INVESTMENTS, INC.
CRD 143593File 801-67829
APPROVED
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.05B
Top 10% of cohort (national)
Discretionary AUM
$11.05B
Clients
113
31,684 accounts
Employees
60
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 24, 2007
- Principal office
- 2825 SOUTH BLVD, SUITE 500, CHARLOTTE, NC, 28209
- Phone
- 888-295-8351
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.05B
- Discretionary AUM
- $11.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 31,684
- Non-discretionary accounts
- 0
- Total accounts
- 31,684
- AUM per client
- $97.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 113 | $11.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.