Investment adviser · CRD 143593
ADHESION WEALTH ADVISOR SOLUTIONS
Investment adviser filing (IA)
ATRIA INVESTMENTS, INC.
CHARLOTTE, NC, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $11B Form ADV · Item 5.F
- Client accounts
- 31,684 Accounts, not individual clients
- Employees
- 60 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 113 | $11,048,554,773 | 100.0% |
Filing source
Form ADV 2123325 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
2825 SOUTH BLVD, SUITE 500CHARLOTTE, NC, 28209, United States
CRD 143593
Filing source
Form ADV 2123325 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.