Who is Adhesion Wealth?

Adhesion Wealth helps independent RIAs deliver sophisticated, tax-optimized portfolios without the burden of running an in-house investment operation. Founded in 1999, we combine institutional-scale capabilities with the flexibility and personalization that growth-minded advisors demand.

We offer a comprehensive suite of services, including a Unified Managed Account (UMA) platform, access to institutional models through a Manager Exchange, and various strategic outsourcing solutions for back-office tasks like trading, reporting, and rebalancing. This allows advisors who serve high-net-worth clients to scale their firms, reduce overhead, and focus on client engagement, all while maintaining their brand and control, and delivering on Adhesion’s promise of a custom, fully outsourced structure.

The Adhesion Platform

Step into our demo gallery and experience firsthand how Adhesion empowers you to access a curated list of investment managers across a wide range of separately managed account (SMA) strategies. See how our platform streamlines the process of evaluating, selecting, and managing portfolios built with these professionally vetted managers, giving you confidence in your investment decisions.

View Demo Gallery

The Adhesion Difference

Less Stress, More Success

Eliminate Manual Portfolio Management Headaches

Tired of spending hours on manual trading, rebalancing, and paperwork? Let Adhesion Wealth’s platform automate the heavy lifting—so you can focus on what matters most: your clients.

Keep Your Existing Custodian, Unlock New Efficiency

No need to uproot your business or disrupt established relationships. Seamlessly integrate with your preferred custodian and access scalable outsourced investment management—while maintaining your current workflows.

Build a More Valuable, Succession-Ready Practice

Position your firm for a successful transition. Our platform streamlines operations and documentation, making your business more attractive to potential buyers and succession partners—so you can plan for the future with confidence.

How Can We Help?

Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

The ratings are not indicative of future performance and may not be representative of a client's experience.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion.

Adhesion Wealth Advisor Solutions (“Adhesion”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

8385720.1 | 09/2025 | EXP 09/30/2027

For financial professional use only.