Avidian Wealth Solutions

EST. AUM
$4,764,235,121

CONTACTS
8

CLIENT ACCOUNTS
7,256

Firm Details

Metro area Houston
CRD Number 127186
Website avidianwealth.com
Client types

Overview

Avidian Wealth Solutions, founded in 2003, is an independent, fee‑only wealth management firm. They offer a holistic, multidisciplinary approach—spanning financial planning, estate planning, tax strategy, risk management, and investment management. The firm operates four offices across Texas (Houston, Sugar Land, The Woodlands, and Austin), with the primary investment team based in Houston and serving clients across all locations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Avidian Wealth Solutions

Platform Details

Investment Preferences

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Address

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