Avidian Wealth Solutions
Houston, TX·SEC-registered · CRD #127186
Avidian Wealth Solutions is an SEC-registered investment advisory firm in Houston, TX managing $4.8B across 7.3k client accounts, with 36 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.8B
Client accounts
7.3k
Advisory staff
36
Fee model
Fee-based
How Avidian Wealth Solutions is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Avidian Wealth Solutions
How much does Avidian Wealth Solutions manage?
Per its most recent SEC Form ADV filing (06/09/2026), Avidian Wealth Solutions reports $4.8B in regulatory assets under management across roughly 7.3k client accounts.
How does Avidian Wealth Solutions charge?
Avidian Wealth Solutions is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Avidian Wealth Solutions a fiduciary?
Yes. Avidian Wealth Solutions is registered with the U.S. Securities and Exchange Commission (CRD #127186), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Avidian Wealth Solutions taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Avidian Wealth Solutions and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Houston, TX
Profile compiled from Avidian Wealth Solutions's public SEC Form ADV filing (CRD #127186, filed 06/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Avidian Wealth Solutions. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Avidian Wealth Solutions? Claim this profile.