Avidian Wealth Solutions, LLC
Avidian Wealth Solutions, LLC (CRD# 127186) is a financial advisory firm headquartered in Houston, TX. They manage $3,110,949,035 in 6,015 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management3,111MILLION
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Total Number of Accounts6,015ACCOUNTS
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Average Account Value$517,199
- 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, IN, LA, MA, MD, MO, NC, NH, NY, OK, SC, TN, TX, VA, WA
Joshua Patterson (CRD# 3077302) 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.
Christopher Roberts (CRD# 6634180) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 6 years of experience in the finance industry.
Michael Smith (CRD# 3128757) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 24 years of experience in the finance industry.
Preston Snow (CRD# 4600344) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 21 years of experience in the finance industry.
William Stone (CRD# 4828259) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Austin, TX and has 1 year of experience in the finance industry.
David Thailing (CRD# 2302688) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 21 years of experience in the finance industry.
Oanh Ton (CRD# 2692437) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Sugar Land, TX and has over 28 years of experience in the finance industry.
Michael Zdenek (CRD# 5829356) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 10 years of experience in the finance industry.
Jacob Borbidge (CRD# 4240995) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has 1 year of experience in the finance industry.
Shaheen Ladhani (CRD# 5920347) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 12 years of experience in the finance industry.