SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Avidian Wealth Solutions
Houston, TX
Avidian Wealth Enterprises, LLC, CRD 127186
Firm filing updated June 9, 2026 ·
- $4.8BAssets
- 36Advisory staff
- 7,256Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals1,080
- Individuals786
- Pension and profit sharing plans12
- Corporations or other businesses9
- Pooled vehicles5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 786 | $285.4 million |
| High net worth individuals | 1,080 | $4.3 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $16.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $73.4 million |
| Charitable organizations | Fewer than 5 clients | $27.6 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $0 |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 9 | $14.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 7 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$4.8 billion
- Accounts7,256
- Discretionary$4.6 billion · 7,240 accounts
- Non-discretionary$183.8 million · 16 accounts
People
- Employees59
- Advisory staff36
- Broker-dealer reps2
- Licensed insurance agents17
- Planning clients101 to 250
Advisors
27 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Avidian Wealth Enterprises, LLC SEC-registered investment advisor. CRD 127186, SEC file 801-64386.
- Registered with the SEC as an investment advisor (status date on record: May 19, 2005).
Is Avidian Wealth Solutions a fiduciary?
Short answer: Avidian Wealth Solutions is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
17 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.