Adhesion Wealth

Business Details

27 Years

experience

Your Trusted Partner for Financial Advisory Solutions

Founded in 1999, Adhesion Wealth has pioneered integrated managed account solutions for independent financial advisors. Our platform combines advanced technology with outsourced operational support, enabling advisors to focus on client relationships while maintaining control over their practice. Headquartered in Charlotte, NC, we are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., dedicated to empowering wealth advisory firms through scalable, customizable tools. Our white-glove service and open-architecture platform provide access to a wide range of investment strategies, including SMAs, UMAs, ETFs, and OCIO partnerships. With over 25 years of industry experience, our team specializes in portfolio construction, tax-efficient management, and practice efficiency solutions.

We prioritize client satisfaction by offering seamless transitions, real-time portfolio monitoring, and comprehensive support for RIAs rethinking outsourcing or seeking independence. Our proprietary technology streamlines trading, rebalancing, and cash management, ensuring advisors can deliver personalized outcomes efficiently. Recognized as a leader in overlay management, we combine innovation with deep investment expertise to help advisors scale their businesses. Our commitment to excellence is reflected in our partnerships with top-tier custodians, asset managers, and technology providers. By alleviating operational burdens, we enable advisors to dedicate more time to client acquisition, relationship-building, and long-term growth strategies.

Services

Portfolio Management Practice Management Software UMA Solutions Transition Support Investment Consulting Tax-Efficient Strategies Overlay Management Cash Management Advisor Desktop Tools OCIO Partnerships

Details

Year established: 1999

Highlights and features

We offer 25+ years of pioneering experience in managed account solutions.
Our white-glove service supports seamless transitions for RIAs changing platforms.
Open-architecture platform integrates hundreds of SMA, UMA, and ETF strategists.
Automated workflows reduce operational costs by eliminating software installations.
Proprietary technology enables real-time portfolio monitoring across multiple custodians.

Associations and certifications

U.S. Securities and Exchange Commission (SEC)

Website

Update Listing

Services

Portfolio Management

Our portfolio management solutions combine proprietary technology with expert oversight to create customized investment strategies. Advisors gain access to a wide range of asset classes, including SMAs, ETFs, and mutual funds, while maintaining control over client relationships. The platform supports tax-efficient harvesting, automated rebalancing, and real-time monitoring across multiple custodians, ensuring optimal alignment with client goals and risk tolerances.

Practice Management Software

The Advisor Desktop platform provides comprehensive practice management capabilities, including performance reporting, client analytics, and proposal generation. Integrated workflows streamline trading, compliance, and account administration tasks, reducing operational burdens. Real-time data visualization and customizable dashboards enable advisors to make informed decisions while improving client communication and engagement through transparent portfolio insights.

Transition Support

Our dedicated Transition Team facilitates seamless migration from existing platforms to Adhesion Wealth's solution. The process includes data conversion, custodial coordination, and client communication support, minimizing disruption to advisor-client relationships. With specialized expertise in RIA transitions, we ensure smooth implementation of new portfolio strategies while maintaining continuity in service delivery and compliance standards.

Investment Consulting

The Investment Consulting team provides guidance on portfolio construction, manager selection, and market trends. Advisors receive tailored recommendations based on client objectives, leveraging access to third-party research and a curated roster of asset managers. Our consultative approach combines quantitative analysis with qualitative insights to develop diversified strategies that adapt to evolving market conditions and client needs.

Overlay Management

Our overlay management service offers comprehensive monitoring of client portfolios across multiple account types. Automated workflows handle rebalancing, tax lot optimization, and drift management while enforcing client-specific restrictions. The system supports customizable cash management rules and compliance parameters, enabling advisors to maintain consistent investment processes at scale without sacrificing personalization or control.

People

Michael Kim

President and CEO

With over 25 years in financial services, Michael Kim leads AssetMark's strategic vision. He has driven key acquisitions and technological advancements since joining in 2010, previously serving at Fidelity and Coopers & Lybrand. He holds an economics degree from UCLA.

Trey Reinhard

Chief Technology Officer

As Adhesion Wealth's co-founder, Trey Reinhard oversees engineering and product development. He previously worked at EDS and General Motors, bringing technical expertise to build the company's proprietary platform. He holds a computer science background.

Pat Slater

Head of Transition Services

Pat Slater leads transition support for RIAs, leveraging 15+ years in financial services from firms like Robinhood and Ally Invest. A US Navy veteran, he focuses on stress-free platform migrations while balancing client needs and operational efficiency.

Kim Elkins

Head of Client Services

Kim Elkins brings 20+ years of financial services experience, specializing in operational workflow optimization. With a degree in Organizational Leadership and Six Sigma certification, she leads client service teams to enhance advisor experiences through streamlined processes and technology integration.

Scott Fewin

Head of Relationship Management

Scott Fewin has 30 years of financial services experience, including leadership roles at Merrill Lynch and TD Ameritrade. A West Point graduate and former Army officer, he focuses on strengthening client relationships through personalized investment solutions and strategic partnership development.

Questions

What portfolio management solutions do you offer for independent advisors?

We provide SMA/UMA platforms with tax-efficient strategies, automated rebalancing, and access to 100+ investment managers through our open-architecture system.

How do you support RIAs transitioning from other platforms?

Our dedicated Transition Team handles data migration, custodial coordination, and client communication to ensure seamless platform changes with minimal business disruption.

Can I customize investment strategies for individual clients?

Yes, our system supports client-specific restrictions, cash management rules, and tax optimization parameters while maintaining scalable portfolio oversight.

What practice management tools are included?

Advisor Desktop offers performance reporting, client analytics, proposal generation, and integrated workflows for trading, compliance, and account administration tasks.

How does your overlay management service work?

We monitor portfolios in real-time, automate rebalancing, enforce compliance rules, and optimize tax outcomes across multiple account types from a single interface.

Do you offer investment consulting services?

Our Investment Consulting team provides market insights, manager selection guidance, and portfolio construction strategies tailored to client-specific goals and risk profiles.