Laura Beth Vollrath
Investment adviser representative at Avidian Wealth Solutions
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Avidian Wealth Enterprises, LLC (dba) Avidian Wealth SolutionsNov 2024 to now
- Avidian Wealth Solutions, LLCMay 2024 to now
- Equistar Wealth Management LLCOct 2018 to May 2024
- UnemployedJan 2018 to Oct 2018
- Ruedi Wealth ManagementSep 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
$4.8BAssets managed
1,895Clients
43Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5714480
- Firm CRD
- 127186