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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.