Unclaimed Profile

Gregory Joseph Litts

AVIDIAN WEALTH ENTERPRISES, LLC·HOUSTON, Texas

Series 7, Series 55, Series 63, Series 65Clean record22 years registeredAVIDIAN WEALTH ENTERPRISES, LLC

800 TOWN & COUNTRY BLVD, HOUSTON, TX 77024CRD# 2349612Firm CRD# 127186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Joseph Litts · HOUSTON, TX

Registration

CRD #2349612 · AVIDIAN WEALTH ENTERPRISES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

AVIDIAN WEALTH SOLUTIONS

Jan 2023 – present

RJ CAPITAL LLC

Aug 2018 – Jul 2023

Houston, TX

RJ CAPITAL, LLC

Jan 2006 – Jan 2019

HOUSTON, TX

SOUTHWEST INVESTMENTS

Mar 2004 – Apr 2004

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · March 29, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVIDIAN WEALTH ENTERPRISES, LLC

CRD 127186 · SEC 801-64386

AUM

$3.1B

Regulatory assets under management

Employees

6,015 client accounts

Services offered by AVIDIAN WEALTH ENTERPRISES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVIDIAN WEALTH ENTERPRISES, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Joseph Litts offer?

Gregory Joseph Litts specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are Gregory Joseph Litts's credentials?

Gregory Joseph Litts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Joseph Litts located?

Gregory Joseph Litts is based in HOUSTON, Texas, working with AVIDIAN WEALTH ENTERPRISES, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Gregory Joseph Litts charge for services?

Gregory Joseph Litts's firm is compensated through percentage of aum, hourly charges, subscription fees, other: mgmt of pooled investment vehicles. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVIDIAN WEALTH ENTERPRISES, LLC?

AVIDIAN WEALTH ENTERPRISES, LLC has approximately 51 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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