# ADHESION WEALTH ADVISOR SOLUTIONS, INC.: Form D filing

ADHESION WEALTH ADVISOR SOLUTIONS, INC., a technology company in Charlotte, NC, filed a Form D with the SEC in 2009. The latest, on July 7, 2009, reports $2.2 million sold of a $3 million offering to 2 investors.

Find out what ADHESION WEALTH ADVISOR SOLUTIONS, INC. does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

- [Watch for new raises](https://specstream.ai/workspace/ask?q=Tell%20me%20when%20ADHESION%20WEALTH%20ADVISOR%20SOLUTIONS%2C%20INC.%20files%20a%20new%20Form%20D%20or%20reports%20more%20money%20sold%2C%20with%20the%20filing&src=data-formd&kind=alert&entity=ADHESION%20WEALTH%20ADVISOR%20SOLUTIONS%2C%20INC.&page=%2Fdata%2Fform-d%2Fcompany%2Fadhesion-wealth-advisor-solutions-inc-1113802)
- [Get founders and investors](https://specstream.ai/workspace/ask?q=For%20ADHESION%20WEALTH%20ADVISOR%20SOLUTIONS%2C%20INC.%2C%20find%20what%20the%20company%20does%2C%20its%20website%2C%20the%20founders%20and%20executives%20with%20their%20LinkedIn%20and%20work%20email%2C%20its%20investors%20and%20every%20funding%20round%20with%20the%20amounts%2C%20its%20headcount%20and%20any%20reported%20valuation&src=data-formd&kind=record&entity=ADHESION%20WEALTH%20ADVISOR%20SOLUTIONS%2C%20INC.&page=%2Fdata%2Fform-d%2Fcompany%2Fadhesion-wealth-advisor-solutions-inc-1113802)

## The full lists

This record is a row of these lists. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email.

- [Form D filings in North Carolina](https://specstream.ai/data/form-d/state/north-carolina): 984 rows, by operating companies, filed since November 1, 2024, $49.20, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/north-carolina
- [Form D filings in Other Technology](https://specstream.ai/data/form-d/industry/other-technology): 8,166 rows, by operating companies, filed since November 1, 2024, $161.66, or the new rows each week for $19.25 a month. Buy: https://specstream.ai/data/form-d/industry/other-technology

SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.

## Company details from the filing

- Address: 5935 CARNEGIE BLVD, SUITE 301, Charlotte, NC, 28209
- Phone: (888) 295-8351
- Industry: Other Technology
- Entity type: Corporation
- Incorporated in: North Carolina
- Revenue range: Decline to Disclose
- Exemptions claimed: Rule 506
- SEC identifier (CIK): 1113802

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Jul 7, 2009 | New notice | $3,000,000 | $2,246,171 | $753,829 | 2 | Jun 30, 2009 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1113802/000111380209000004/0001113802-09-000004-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Barrett Ayers | Executive Officer |  |
| Richard Conley | Executive Officer |  |
| Frederick Reinhard | Executive Officer |  |
| John Rigas | Director |  |
| Gordon Buchanan | Director |  |
| Daniel Standen | Director |  |
| Michael Stier | Executive Officer, Director |  |

## Other technology companies in North Carolina that filed recently

- [Salehli Inc.](https://specstream.ai/data/form-d/company/salehli-inc-2144292) $5,000 · Nov 6, 2026
- [ClinTrial Research, Inc.](https://specstream.ai/data/form-d/company/clintrial-research-inc-2101392) $428,123 · Oct 28, 2026
- [RF Gaming Systems, Inc.](https://specstream.ai/data/form-d/company/rf-gaming-systems-inc-2161508) $100,000 · Oct 27, 2026
- [Equera, Inc](https://specstream.ai/data/form-d/company/equera-inc-2153113) $75,000 · Oct 27, 2026
- [BEKHealth Corp](https://specstream.ai/data/form-d/company/bekhealth-corp-1867910) $5 million · Oct 21, 2026
- [Virtus Maritime, Inc.](https://specstream.ai/data/form-d/company/virtus-maritime-inc-2158867) $500,000 · Oct 20, 2026
- [Allstacks, Inc.](https://specstream.ai/data/form-d/company/allstacks-inc-1796878) $4 million · Oct 20, 2026
- [Optain Health, Inc.](https://specstream.ai/data/form-d/company/optain-health-inc-1977208) $7.5 million · Oct 13, 2026
- [Praxis Tech, Inc.](https://specstream.ai/data/form-d/company/praxis-tech-inc-1815060) offering · Oct 13, 2026
- [Archaius Inc.](https://specstream.ai/data/form-d/company/archaius-inc-1934871) $8.5 million · Oct 9, 2026
- [Relay, Inc.](https://specstream.ai/data/form-d/company/relay-inc-1971027) $36 million · Oct 7, 2026
- [Siftwell Analytics, Inc.](https://specstream.ai/data/form-d/company/siftwell-analytics-inc-1926185) $1.6 million · Oct 2, 2026
- [Bounce Systems, Inc.](https://specstream.ai/data/form-d/company/bounce-systems-inc-2157564) $35,000 · Sep 29, 2026
- [SPRTN TECHNOLOGIES INC.](https://specstream.ai/data/form-d/company/sprtn-technologies-inc-2155553) $50,000 · Sep 28, 2026
- [Left Main REI Inc.](https://specstream.ai/data/form-d/company/left-main-rei-inc-1967300) $1.4 million · Sep 28, 2026

[Every Form D from the week of Jul 6, 2009](https://specstream.ai/data/form-d/week/2009-07-06) · [All recent filings in North Carolina](https://specstream.ai/data/form-d/state/north-carolina) · [All recent Other Technology filings](https://specstream.ai/data/form-d/industry/other-technology)

Read from SEC EDGAR. Amount sold is what ADHESION WEALTH ADVISOR SOLUTIONS, INC. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).