Unclaimed Profile

William Morgan Stone

AVIDIAN WEALTH ENTERPRISES, LLC·HOUSTON, Texas

Clean record21 years registeredAVIDIAN WEALTH ENTERPRISES, LLC

800 TOWN & COUNTRY BLVD, HOUSTON, TX 77024CRD# 4828259Firm CRD# 127186

Profile Verification

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

Identity

William Morgan Stone · HOUSTON, TX

Registration

CRD #4828259 · AVIDIAN WEALTH ENTERPRISES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

AVIDIAN WEALTH SOLUTIONS

Jan 2023 – present

DBA STONE WEALTH MANAGEMENT

Sep 2004 – Oct 2023

AUSTIN, TX

Registrations & Exams

Registration record

First registered · September 7, 2004

Years registered · 21

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 William Morgan Stone offer?

William Morgan Stone specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are William Morgan Stone's credentials?

William Morgan Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Morgan Stone located?

William Morgan Stone 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 William Morgan Stone charge for services?

William Morgan Stone'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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