What departments does Adhesion Wealth Advisor Solutions have?

Adhesion Wealth Advisor Solutions has employees across 5 departments including Operations, Program & Project Management, Support, Consultant, Engineering.

What is the largest department at Adhesion Wealth Advisor Solutions?

The largest department at Adhesion Wealth Advisor Solutions is Operations with 3 employees.

Where are Adhesion Wealth Advisor Solutions employees located globally?

Adhesion Wealth Advisor Solutions has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Adhesion Wealth Advisor Solutions's team size changed over time?

Adhesion Wealth Advisor Solutions's team has decreased from approximately 53 to 42 employees based on available data.

Adhesion Wealth Advisor Solutions Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Adhesion Wealth Advisor Solutions, Inc. is a financial services company headquartered in Charlotte, North Carolina, at 2825 South Boulevard, Suite 500, 28209, and it employs 11 to 50 people. Founded in 1999, it provides outsourced investment management solutions for registered investment advisors (RIAs). The firm operates a multi-custodial platform that enables advisors to build and manage customized, multi-manager portfolios, offering access to a broad range of investment strategies and solutions with multiple products, models, and managers within a single account. Adhesion is an SEC-registered investment advisor. In 2022, AssetMark, Inc. acquired Adhesion Wealth Advisor Solutions, Inc. Recent developments include the integration with AdvizorStack announced in 2024 and a WisdomTree partnership announced in 2025.

Adhesion Wealth Advisor Solutions Global Highlights

North America
66

United States Of America
66

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Adhesion Wealth Advisor Solutions's Leadership

K. T.
Director Of Operations
Mobile Phone
Email
L. S.
Director, Overlay Portfolio Management
Mobile Phone
Email
G. B.
Project Manager
Mobile Phone
Email
J. P.
Internal Relationship Manager
Mobile Phone
Email
J. D.
Platform Support Team Lead
Mobile Phone
Email
K. O.
Manager Portfolio Operations
Mobile Phone
Email
L. M.
Manager, Accounting Operations
Mobile Phone
Email
R. S.
Senior Solutions Consultant
Mobile Phone
Email

Adhesion Wealth Advisor Solutions Employee Metrics

100%

50%

0%

2026

2025

Banking
Program & Project Management
Support
Engineering
Finance
Other
Consultant

Contact profiles from Adhesion Wealth Advisor Solutions

Name

Title

Contact Info

Location

Last Update

K. T.
Director Of Operations
Mobile Phone
Email
Oct 17, 2024
L. S.
Director, Overlay Portfolio Management
Mobile Phone
Email
Oct 16, 2024
G. B.
Project Manager
Mobile Phone
Email
Jun 26, 2026
J. P.
Internal Relationship Manager
Mobile Phone
Email
Jun 25, 2026
J. D.
Platform Support Team Lead
Mobile Phone
Email
Oct 18, 2024
K. O.
Manager Portfolio Operations
Mobile Phone
Email
Oct 23, 2024
L. M.
Manager, Accounting Operations
Mobile Phone
Email
R. S.
Senior Solutions Consultant
Mobile Phone
Email
Jun 25, 2026
G.
Senior Software Engineer
Mobile Phone
Email
Oct 16, 2024
H. C.
Senior Portfolio Specialist
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Adhesion Wealth Advisor Solutions known for?

Adhesion Wealth Advisor Solutions was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-704-643-****

. Explore Adhesion Wealth Advisor Solutions's company overview page for more information.

What is Adhesion Wealth Advisor Solutions's most common email format?

Adhesion Wealth Advisor Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Adhesion Wealth Advisor Solutions email formats with LeadIQ.

How many employees does Adhesion Wealth Advisor Solutions have currently?

Adhesion Wealth Advisor Solutions has approximately 45 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Adhesion Wealth Advisor Solutions's key employees and leadership?

As of July 2026, Adhesion Wealth Advisor Solutions's key employees include:

Director Of Operations: K. T.
Director, Overlay Portfolio Management: L. S.
Project Manager: G. B.
Internal Relationship Manager: J. P.
Platform Support Team Lead: J. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Adhesion Wealth Advisor Solutions Employee Directory

Find Adhesion Wealth Advisor Solutions employees' phone numbers or email addresses

Name search is limited — try advanced search instead