Avidian Wealth Solutions

RIASEC Registered

Total AUM

$4.8B

Discretionary

$4.6B

96% of AUM

Avg account

$657K

Accounts

7,256

Employees

Advisory reps

Firm details

Headquarters: Houston, Texas
CRD number: 127186
Registered since: May 19, 2005
Website: avidianwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI91.25%
Individuals5.99%
Pension & Profit Sharing Plans1.54%
Charitable Organizations0.58%
Pooled Investment Vehicles0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Avidian Wealth Solutions is an independent, fee-based registered investment adviser that has been SEC registered since 2005. Structured as an LLC, the firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator. Its fee model includes percentage-of-AUM billing alongside hourly and fixed fees and other arrangements. Core advisory services include financial planning, discretionary portfolio management for individuals and pooled vehicles, selection of outside managers, pension-consulting-related work, and client education through publications and seminars. The firm also maintains industry relationships with accountants, insurance companies, and pension consultants, and acts as sponsor/GP or managing member for pooled investment vehicles.