AVIDIAN WEALTH SOLUTIONS

RIASEC RegisteredEst. 2005

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 registered investment advisor that has been SEC-registered since 2005 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a capital allocator that combines financial planning and portfolio management with consulting and educational services. Service offerings include comprehensive financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting and selection of third‑party advisers, plus periodic publications and workshops. Fee arrangements are flexible and include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm also serves as a sponsor, general partner, or managing member of pooled investment vehicles, indicating an active role in structuring and operating private funds in addition to allocating to external managers.