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
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.
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.
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.
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.