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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 123 | 113 | decreased by10 |
| Apr 1, 2026 | AUM | $10,425,682,263 | $11,048,554,773 | increased by$622,872,510 |
| Apr 1, 2026 | Accounts | 32,716 | 31,684 | decreased by1,032 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 32 | 60 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 136 | 123 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,544,246,102 | $10,425,682,263 | increased by$881,436,161 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30,687 | 32,716 | increased by2,029 |
| May 1, 2022 | Accounts | 136 | 30,687 | increased by30,551 |
| Apr 1, 2022 | Employees | 41 | 32 | decreased by9 |
| Apr 1, 2022 | Clients | 131 | 136 | increased by5 |
| Apr 1, 2022 | AUM | $7,050,000,000 | $9,544,246,102 | increased by$2,494,246,102 |
| Apr 1, 2022 | Accounts | 24,107 | 136 | decreased by23,971 |
| Jun 1, 2021 | Clients | 122 | 131 | increased by9 |
| Jun 1, 2021 | AUM | $6,129,626,129 | $7,050,000,000 | increased by$920,373,871 |
| Jun 1, 2021 | Accounts | 122 | 24,107 | increased by23,985 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADHESION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADHESION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.