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).

By the Numbers
  • Total Assets Under Management
    3,673
    MILLION
  • Total Number of Accounts
    6,481
    ACCOUNTS
  • Average Account Value
    $566,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, LA, MA, MD, MO, NC, NY, OK, SC, TN, TX, VA, WA

Financial Advisors at Avidian Wealth Solutions, LLC
Showing 31 - 34 of 34 top financial advisors.
31
Gan Li
CRD#: 7435677
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Gan Li (CRD# 7435677) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 2 years of experience in the finance industry.

32
Travis L. Oglesby
CRD#: 4133270
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Travis Oglesby (CRD# 4133270) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 19 years of experience in the finance industry.

33
Taylor K. Snider
CRD#: 7497927
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Taylor Snider (CRD# 7497927) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 2 years of experience in the finance industry.

34
Antonio J. Tovar
CRD#: 7145967
4210 Spicewood Springs Rd. Building E, Austin, TX 78759

Antonio Tovar (CRD# 7145967) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Austin, TX and has over 4 years of experience in the finance industry.

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