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PP

Peyton E. Pounds

ADHESION WEALTH ADVISOR SOLUTIONS
CHARLOTTE, NC 28209
Some features on this profile are disabled
CRD#: 7577080
PP

Professional summary

Peyton Edward Pounds is a registered financial advisor currently at ADHESION WEALTH ADVISOR SOLUTIONS located in Charlotte, North Carolina.

Peyton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Peyton has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peyton Edward Pounds's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 5, 2025 - Present

ADHESION WEALTH ADVISOR SOLUTIONS

Office #1: 2825 South Blvd Suite 500, Charlotte, NC 28209
RIA
CRD#: 143593
CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ADHESION WEALTH ADVISOR SOLUTIONS
ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA
Registered Investment Advisory firm - (4/24/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(9/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/5/2025
Uniform Investment Adviser Law Examination

Current Firm

AW
ADHESION WEALTH ADVISOR SOLUTIONS
ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA
Registered Investment Advisory firm - (4/24/2007 Approved)
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Contact information

Main Address
2825 South Blvd Suite 500, Charlotte, NC 28209
Mailing Address
Phone number
(888) 295-8351
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

ADHESION WEALTH ADVISOR SOLUTIONS: FORM ADV PART 2 BROCHURE 2024_12.2.24 (4/16/2025)

Regulatory assets under management

Total Number of Accounts32,716
AUM (Assets Under Management)$ 10,425,682,263

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ADHESION WEALTH ADVISOR SOLUTIONS

CRD#: 143593Charlotte, NC 28209

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