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AVIDIAN WEALTH SOLUTIONS
Legal name: AVIDIAN WEALTH ENTERPRISES, LLC
CRD 127186File 801-64386
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.76B
Top 25% of cohort (national)
Discretionary AUM
$4.58B
Non-discretionary $183.8M
Clients
1,895
7,256 accounts
Employees
59
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 19, 2005
- Principal office
- 800 TOWN & COUNTRY BLVD, STE 220, HOUSTON, TX, 77024
- Phone
- 281-822-8800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.76B
- Discretionary AUM
- $4.58B
- Non-discretionary AUM
- $183.8M
- Discretionary accounts
- 7,240
- Non-discretionary accounts
- 16
- Total accounts
- 7,256
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $14.2M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | $27.6M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 1,080 | $4.35B |
| Pooled investment vehicles | 5 | $16.2M |
| Pension and profit sharing plans | 12 | $73.4M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 786 | $285.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — MGMT OF POOLED INVESTMENT VEHICLES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 51 | 59 | increased by8 |
| Apr 1, 2026 | Clients | 1,873 | 1,895 | increased by22 |
| Apr 1, 2026 | AUM | $3,994,927,750 | $4,764,235,121 | increased by$769,307,371 |
| Apr 1, 2026 | Accounts | 6,742 | 7,256 | increased by514 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 52 | 51 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,718 | 1,873 | increased by155 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,464,448,658 | $3,994,927,750 | increased by$530,479,092 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,805 | 6,742 | increased by937 |
| May 1, 2022 | Clients | 1,717 | 1,718 | increased by1 |
| May 1, 2022 | AUM | $3,462,234,914 | $3,464,448,658 | increased by$2,213,744 |
| May 1, 2022 | Accounts | 5,804 | 5,805 | increased by1 |
| Apr 1, 2022 | Employees | 49 | 52 | increased by3 |
| Apr 1, 2022 | Clients | 1,539 | 1,717 | increased by178 |
| Apr 1, 2022 | AUM | $2,606,712,727 | $3,462,234,914 | increased by$855,522,187 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AVIDIAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVIDIAN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.