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Mindy Maria Abraham

Investment adviser representative at Avidian Wealth Solutions
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business

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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

11 years in the industry.

  1. Avidian Wealth SolutionsFeb 2024 to now
  2. Willis Johnson & AssociatesMay 2023 to Dec 2023
  3. University of HoustonSep 2022 to May 2023
  4. University of HoustonMar 2022 to Aug 2022
  5. Univerisity of HoustonJan 2022 to Dec 2023
  6. N/aJul 2021 to Dec 2021
  7. Gregg and Valby LLPAug 2020 to Jul 2021
  8. Chartwhells CateringFeb 2018 to Mar 2020
  9. Midwestern State UniversityAug 2017 to May 2020
  10. Burton and Company LtdDec 2015 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8262178
Firm CRD
127186
Advisor's SEC record (opens in a new tab)
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