The firm broke away from an Adhesion competitor after years of dissatisfaction with technology delivery and enhancements. While at the competitor, the firm utilized ETF models and their managed account offerings for its HNW clients.
Wealth Management Team $300m AUM (Adhesion $50m)
By Adhesion Wealth, An AssetMark Company
![2800x1000 Adhesion CS Wealth Management Team2024](https://adhesionwebsitecontent.blob.core.windows.net/$web/images/resources/hero/_resourcesHeroImage/2800x1000_Adhesion_CS-WealthManagementTeam2024.webp)
By Adhesion Wealth, An AssetMark Company