AVIDIAN WEALTH ENTERPRISES, LLC
Doing business as AVIDIAN WEALTH SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$4,764,235,121
Discretionary
$4,580,445,805
Non-discretionary
$183,789,316
Firm details
- CRD number
- 127186
- SEC file number
- 801-64386
- Main office
- HOUSTON, TX, United States
- Employees
- 59
- SEC status
- Approved
- Website
- HTTPS://WWW.AVIDIANWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.