Stephen M. Pursley

ADHESION WEALTH ADVISOR SOLUTIONS

Phoenix, AZ 85012-2426

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CRD#: 8288338

Professional summary

Stephen Merle Pursley is a registered financial advisor currently at ADHESION WEALTH ADVISOR SOLUTIONS located in Phoenix, Arizona.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Stephen has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

Real estate advisor (agent) with Engel & Voelkers - Gilbert. 1849 E Williams Field Rd #107, Gilbert, AZ 85295. Not investment-related. Start date 01/2026. Spend 6-10 hours per week devoted to this job. 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Merle Pursley'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 22, 2026 - Present

ADHESION WEALTH ADVISOR SOLUTIONS

Office #1: 3200 N. Central Avenue 7th Floor, Phoenix, AZ 85012-2426

RIA

CRD#: 143593

Phoenix, AZ

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".

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

Arizona
(9/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 9/16/2026

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADHESION WEALTH ADVISOR SOLUTIONS: FORM ADV PART 2 BROCHURE 2024_12.2.24 (7/31/2026)

Regulatory assets under management

Total Number of Accounts	31,684
AUM (Assets Under Management)	$ 11,048,554,773

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.

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Stephen M. Pursley

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Merle Pursley's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADHESION WEALTH ADVISOR SOLUTIONS

Primary Firm SEC Registration

ADHESION WEALTH ADVISOR SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Passed: 9/16/2026

Current Firm

ADHESION WEALTH ADVISOR SOLUTIONS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADHESION WEALTH ADVISOR SOLUTIONS

TRUST BUT VERIFY

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