Avidian Wealth Solutions

Firm record

As recorded in SEC IAPD

Firm CRD

127186

SEC number

801-64386

Firm type

RIA

Assets under management

$4.8B as of Jun 9, 2026

Website

www.avidianwealth.com ↗

Phone

281-822-8800

Address

800 Town & Country Blvd, Houston, TX, 77024

Advisors at this firm

42 in our index · page 1 of 1

• Roberto ArenivasCRD 6794035 · Houston, TX
  IA Registered
• James Allen AtkinsonCRD 2339222 · Houston, TX
  IA RegisteredRegistration inactive
• Mindy Maria AbrahamCRD 8262178 · Houston, TX
  IA Registered
• Melissa Ausman BarkleyCRD 5361505 · Birmingham, AL
  IA Registered
• Jacob Matthew BorbidgeCRD 4240995 · Houston, TX
  IA Registered
• Thomas Lawrence BrownCRD 5840720 · Houston, TX
  IA Registered
• Carter Cleveland BlackburnCRD 6792654 · Houston, TX
  IA Registered
• Andrei Phillippe CostasCRD 6293251 · Houston, TX
  IA Registered
• Bradley Trent CoveyCRD 2758177 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Robin Wun-Hsiung ChanCRD 5440667 · Houston, TX
  IA RegisteredRegistration inactive
• Jenny Gipson FlemingCRD 5149037 · Austin, TX
  IA Registered
• David Celso GonzalezCRD 4921336 · Houston, TX
  IA RegisteredRegistration inactive
• Reid Pratt GuthrieCRD 6490819 · Houston, TX
  IA Registered
• James Casey HodgesCRD 2765025 · Houston, TX
  IA Registered
• Lionel KikiCRD 7151970 · Houston, TX
  IA RegisteredRegistration inactive
• Nicolas Johann KnapikCRD 2917447 · Jenson Beach, FL
  IA Registered
• Karl Eugene KruegerCRD 2566787 · Houston, TX
  IA Registered
  Disclosure event(s) on record
• Shaheen LadhaniCRD 5920347 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew L LankfordCRD 4628305 · Houston, TX
  IA Registered
• David Michael LeeCRD 4491042 · Houston, TX
  IA Registered
• Kevin Alan LenoxCRD 2006357 · Houston, TX
  IA Registered
• Gregory Joseph LittsCRD 2349612 · Houston, TX
  IA Registered
• Benjamin Joseph LeboeufCRD 7840996 · Sugar Land, TX
  IA RegisteredRegistration inactive
• Gan LiCRD 7435677 · Houston, TX
  IA Registered
• Nan LuCRD 6846361 · Houston, TX
  IA Registered
• Jeff Daniel ManwaringCRD 5525100 · Houston, TX
  IA Registered
• James Griffin McginnessCRD 5720734 · Houston, TX
  IA RegisteredRegistration inactive
• Clayton Bryant MoyerCRD 5525457 · Houston, TX
  IA Registered
• Taylor Kay MotsingerCRD 7497927 · Houston, TX
  IA Registered
• Travis Lee OglesbyCRD 4133270 · Houston, TX
  IA RegisteredRegistration inactive
• James Luke PattersonCRD 2702156 · Houston, TX
  IA Registered
  Disclosure event(s) on record
• Sheri Eddings RobinsonCRD 4622029 · Equality, AL
  IA Registered
• Christopher Hanley RussellCRD 5012084 · Mentone, AL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher Austin RobertsCRD 6634180 · Houston, TX
  IA Registered
• Michael Anthony SmithCRD 3128757 · Houston, TX
  IA Registered
  Disclosure event(s) on record
• Preston William SnowCRD 4600344 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• William Morgan StoneCRD 4828259 · Austin, TX
  IA Registered
• Troy Wayne TaylorCRD 2857707 · San Antonio, TX
  IA Registered
  Disclosure event(s) on record
• Oanh Kim TonCRD 2692437 · Sugar Land, TX
  IA RegisteredRegistration inactive
• Antonio Jose TovarCRD 7145967 · Austin, TX
  IA RegisteredRegistration inactive
• Laura Beth VollrathCRD 5714480 · Austin, TX
  IA Registered
• Michael ZdenekCRD 5829356 · Houston, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.