Adhesion Wealth Advisor Solutions Inc

Adhesion Wealth Advisor Solutions Inc. is a privately held company headquartered in Charlotte, North Carolina. Founded in 1999, the firm employs 59 individuals and generates approximately $6.4 million in annual revenue. Adhesion Wealth specializes in providing integrated, customized managed account solutions for financial advisors. Their offerings include SMA and UMA portfolios, leveraging a multi-custodial platform that allows advisors to offer clients diverse products, models, and managers within a single account. A key differentiator for Adhesion Wealth is their Direct and Personal Indexing service, enabling clients to gain broad exposure to asset classes through individually owned stocks, tailored to their specific investment objectives. Additionally, Adhesion Wealth emphasizes tax efficiency through customizable overlay solutions, incorporating tax-aware considerations to optimize client portfolios and enhance after-tax returns. Interested parties can learn more about Adhesion Wealth's solutions by contacting the firm via email at [email protected].