ATRIA INVESTMENTS, INC.
Doing business as ADHESION WEALTH ADVISOR SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$11,048,554,773
Discretionary
$11,048,554,773
Non-discretionary
$0
Firm details
- CRD number
- 143593
- SEC file number
- 801-67829
- Main office
- CHARLOTTE, NC, United States
- Employees
- 60
- SEC status
- Approved
- Website
- HTTP://WWW.ADHESIONWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.