AVIDIAN WEALTH ENTERPRISES, LLC

AVIDIAN WEALTH SOLUTIONS, LLC
HOUSTON, Texas·10 registered advisors·CRD# 127186
SEC# 801-643864281-822-8800
01

Firm Overview

AUM
$3.1B
Regulatory assets under management
Employees
51
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: MGMT OF POOLED INVESTMENT VEHICLES
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at AVIDIAN WEALTH ENTERPRISES, LLC

10 registered advisors
Bradley Trent Covey
HOUSTON, Texas
CFP
Cy Garrett Cattan
HOUSTON, Texas
Gregory Joseph Litts
HOUSTON, Texas
Jacob Matthew Borbidge
HOUSTON, Texas
James Allen Atkinson
HOUSTON, Texas
James Luke Patterson
HOUSTON, Texas
Michael Anthony Smith
HOUSTON, Texas
Preston William Snow
HOUSTON, Texas
CFP
Scott Allen Bishop
HOUSTON, Texas
William Morgan Stone
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
10 advisors

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Data sourced from SEC Form ADV filings. AVIDIAN WEALTH ENTERPRISES, LLC (CRD# 127186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.