Avidian Wealth Solutions, LLC
Avidian Wealth Solutions, LLC (CRD# 127186) is a financial advisory firm headquartered in Houston, TX. They manage $3,673,167,842 in 6,481 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management3,673MILLION
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Total Number of Accounts6,481ACCOUNTS
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Average Account Value$566,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, LA, MA, MD, MO, NC, NY, OK, SC, TN, TX, VA, WA
James Atkinson (CRD# 2339222) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 30 years of experience in the finance industry.
Carter Blackburn (CRD# 6792654) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 7 years of experience in the finance industry.
Robert Boswell (CRD# 6914940) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 5 years of experience in the finance industry.
Thomas Brown (CRD# 5840720) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 13 years of experience in the finance industry.
Robin Chan (CRD# 5440667) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 11 years of experience in the finance industry.
Bradley Covey (CRD# 2758177) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 26 years of experience in the finance industry.
David Gonzalez (CRD# 4921336) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 18 years of experience in the finance industry.
James Hodges (CRD# 2765025) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 27 years of experience in the finance industry.
Nicolas Knapik (CRD# 2917447) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Jenson Beach, FL and has over 26 years of experience in the finance industry.
Karl Krueger (CRD# 2566787) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 25 years of experience in the finance industry.