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Lisa Faler Email
Senior Director, Overlay Portfolio Management . Adhesion Wealth
Charlotte, NC
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Employees:
54Revenue:
$11MAbout
Originally founded in 1999, Adhesion Wealth has been a pioneer and industry leader in the creation of integrated, single-source managed account solutions, customized to meet your business needs with outsourced back- and middle-office operations support. Our highly intuitive tools help advisors easily provide SMA and UMA portfolios, bringing increased scale and flexible wealth management solutions to the forefront of your practice to help you provide better outcomes. Headquartered in Charlotte, NC, Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. with over $13 billion in assets under administration and $5 billion in UMA assets under management. Our sole focus is enabling wealth advisory firms to scalably grow and maintain focus on client satisfaction. Adhesion Wealth Advisor Solutions, Inc. (“Adhesion Wealthâ€) is an investment adviser registered with the U.S. Securities and Exchange Commission.Adhesion Wealth Address
5925 Carnegie BlvdCharlotte, NC