Avidian Wealth Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 30, 2026, reports $4.8B in regulatory assets under management, 59 employees, 4 offices, and 7,256 accounts.
Assets Under Management
$4.8B
Employees
59
Offices
4 offices
Total Clients
1,895
Primary office
HOUSTON, TX
800 TOWN & COUNTRY BLVD, STE 220, HOUSTON, TX, United States
Top client segmentHNWI represent 57.0% of total clients.
Top client categories% of clientsClients
1
HNWI
57.0%
1,080
2
Individuals
41.5%
786
3
Pension Plans
0.6%
12
4
Corporations
0.5%
9
5
Pooled Investment Vehicles
0.3%
5
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.8Bas of March 30, 2026
Discretionary96.1%
$4.6B
96% of total RAUM96.1%
Non-discretionary3.9%
$184M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.8B
Total Accounts7,256
10Y AUM Change+$4.0B (+539.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees59
Clients per Employee32:1
10Y Employee Change+35 (+145.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.