Adhesion Wealth Advisor Solutions

Adhesion Wealth Advisor Solutions (CRD# 143593) is a financial advisory firm headquartered in Charlotte, NC. They manage $8,775,170,053 in 30,113 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
5925 Carnegie Blvd, Suite 500, Charlotte, NC 28209
http://www.adhesionwealth.com
By the Numbers
  • Total Assets Under Management
    8,775
    MILLION
  • Total Number of Accounts
    30,113
    ACCOUNTS
  • Average Account Value
    $291,408
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Adhesion Wealth Advisor Solutions
Showing 1 - 5 of 5 top financial advisors.
1
Barrett Ayers, financial advisor Charlotte NC
Barrett W. Ayers
CRD#: 2416450
5925 Carnegie Blvd, Suite 500, Charlotte, NC 28209

Barrett Ayers (CRD# 2416450) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 19 years of experience in the finance industry.

2
Jordan Darr, financial advisor Charlotte NC
Jordan T. Darr
CRD#: 5177848
5925 Carnegie Blvd, Suite 500, Charlotte, NC 28209

Jordan Darr (CRD# 5177848) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 15 years of experience in the finance industry.

3
Lisa Faler, financial advisor Charlotte NC
Lisa M. Faler
CRD#: 5536708
5925 Carnegie Blvd, Suite 500, Charlotte, NC 28209

Lisa Faler (CRD# 5536708) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 15 years of experience in the finance industry.

4
James Webster, financial advisor Charlotte NC
James R. Webster
CRD#: 6751633
5925 Carengie Blvd # 500, Charlotte, NC 28209

James Webster (CRD# 6751633) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 5 years of experience in the finance industry.

5
Tai Vu, financial advisor Charlotte NC
Tai A. Vu
CRD#: 7066166
5925 Carnegie Blvd, Suite 500, Charlotte, NC 28209

Tai Vu (CRD# 7066166) is an Investment Advisor Representative working at Adhesion Wealth Advisor Solutions in Charlotte, NC and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals