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AVIDIAN WEALTH SOLUTIONS
AVIDIAN WEALTH ENTERPRISES, LLC
CRD 127186 · SEC 801-64386
800 TOWN & COUNTRY BLVD, STE 220, HOUSTON, TX, 77024, United States
Phone
281-822-8800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.76B
Discretionary AUM
$4.58B
Team
59 total employees; 36 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; MGMT OF POOLED INVESTMENT VEHICLES
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 786 | $285.4M |
| High net worth individuals | 1080 | $4.35B |
| Pooled investment vehicles | 5 | $16.2M |
| Pension/profit sharing plans | 12 | $73.4M |
| Charitable organizations | 3 | $27.6M |
| Corporations/business entities | 9 | $14.2M |
States served
AL, AZ, CA, CO, GA, IL, IN, LA, MD, MA, NY, NC, OH, OK, SC, TN, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD