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AVIDIAN WEALTH SOLUTIONS
HOUSTON, TX
281-822-8800
SEC #801-64386Total AUM
$4.8B
Employees
59Clients
1,899Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
800 TOWN & COUNTRY BLVD
STE 220
HOUSTON
TX 77024
United States
STE 220
HOUSTON
TX 77024
United States
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Monday - Friday
Phone
281-822-8800
Other Offices
4
Financials
Total AUM
$4.8B
Accounts
7,256Discretionary
$4.6B
Accounts
7,240Non-Discretionary
$183.8M
Accounts
16
Clients
Individual Clients
786AUM
$285.4M
HNW Individual Clients
1,080AUM
$4.3B
Pooled Vehicle Clients
5AUM
$16.2M
Pension/Profit Sharing Plan Clients
12AUM
$73.4M
Charitable Organization Clients
3AUM
$27.6M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
9AUM
$14.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MGMT OF POOLED INVESTMENT VEHICLES
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALAZCACOCTFLGAILINLAMAMDMONCNHNYOHOKSCTNTXVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.