Avidian Wealth Solutions, LLC

Avidian Wealth Solutions, LLC (CRD# 127186) is a financial advisory firm headquartered in Houston, TX. They manage $3,673,167,842 in 6,481 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,673
    MILLION
  • Total Number of Accounts
    6,481
    ACCOUNTS
  • Average Account Value
    $566,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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 advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, LA, MA, MD, MO, NC, NY, OK, SC, TN, TX, VA, WA

Financial Advisors at Avidian Wealth Solutions, LLC
Showing 1 - 10 of 34 top financial advisors.
1
James A. Atkinson
CRD#: 2339222
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

James Atkinson (CRD# 2339222) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 30 years of experience in the finance industry.

2
Carter C. Blackburn
CRD#: 6792654
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Carter Blackburn (CRD# 6792654) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 7 years of experience in the finance industry.

3
Robert A. Boswell
CRD#: 6914940
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Robert Boswell (CRD# 6914940) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 5 years of experience in the finance industry.

4
Thomas L. Brown
CRD#: 5840720
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Thomas Brown (CRD# 5840720) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 13 years of experience in the finance industry.

5
Robin W. Chan
CRD#: 5440667
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Robin Chan (CRD# 5440667) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 11 years of experience in the finance industry.

6
Bradley T. Covey
CRD#: 2758177
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Bradley Covey (CRD# 2758177) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 26 years of experience in the finance industry.

7
David C. Gonzalez
CRD#: 4921336
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

David Gonzalez (CRD# 4921336) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 18 years of experience in the finance industry.

8
James C. Hodges
CRD#: 2765025
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

James Hodges (CRD# 2765025) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 27 years of experience in the finance industry.

9
Nicolas J. Knapik
CRD#: 2917447
Jenson Beach, FL

Nicolas Knapik (CRD# 2917447) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Jenson Beach, FL and has over 26 years of experience in the finance industry.

10
Karl E. Krueger
CRD#: 2566787
800 Town & Country Blvd, Ste 410 And Ste 220, Houston, TX 77024

Karl Krueger (CRD# 2566787) is an Investment Advisor Representative working at Avidian Wealth Solutions, LLC in Houston, TX and has over 25 years of experience in the finance industry.

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