SEC-Registered Investment Adviser
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated June 9, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- May 19, 2005
- Principal office
- 800 Town & Country Blvd, Ste 220, Houston, TX 77024
- Organized as
- Limited Liability Company, TX
- Fiscal year end
- December
- Other offices
- 4
Scale
- Regulatory AUM
- $4.8B
- Discretionary / non-discretionary
- $4.6B / $183.8M
- Accounts
- 7,256
- Clients
- 3
- Employees
- 59, 36 in advisory roles
- Private funds advised
- 7
- Private fund gross assets
- $28.4M
- Fund types
- 1 hedge funds, 2 private equity funds, 1 real estate funds, 3 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $5.8M reported sold across them
- Client assets in custody
- $8.5M (4 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, selection of other advisers, publication of periodicals or newsletters and educational seminars or workshops
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees and other
- Client types
- individuals (other than high net worth) (786); high net worth individuals (1,080); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (5); pension and profit sharing plans (12); charitable organizations (3); state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (9)
- Related persons include
- an accountant or accounting firm, an insurance company or agency, a pension consultant and a sponsor, general partner or managing member of pooled investment vehicles
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- self-regulatory organization finding of a violation (Item 11E(2))
- self-regulatory organization bar, suspension or fine (Item 11E(4))
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.