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 11 - 20 of 34 top financial advisors.
11
Matthew L. Lankford
CRD#: 4628305
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Matthew Lankford (CRD# 4628305) 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.

12
David M. Lee
CRD#: 4491042
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

David Lee (CRD# 4491042) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has 1 year of experience in the finance industry.

13
Kevin A. Lenox
CRD#: 2006357
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Kevin Lenox (CRD# 2006357) 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.

14
Gregory J. Litts
CRD#: 2349612
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Gregory Litts (CRD# 2349612) 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.

15
Nan Lu
CRD#: 6846361
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Nan Lu (CRD# 6846361) 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.

16
Jeff D. Manwaring
CRD#: 5525100
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Jeff Manwaring (CRD# 5525100) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 15 years of experience in the finance industry.

17
James G. McGinness
CRD#: 5720734
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

James McGinness (CRD# 5720734) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 9 years of experience in the finance industry.

18
Clayton B. Moyer
CRD#: 5525457
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Clayton Moyer (CRD# 5525457) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 15 years of experience in the finance industry.

19
Robert P. Palmer
CRD#: 6930733
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Robert Palmer (CRD# 6930733) 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.

20
James L. Patterson
CRD#: 2702156
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

James Patterson (CRD# 2702156) 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.

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