DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Avidian Wealth Solutions
Legal name Avidian Wealth Enterprises, LLC
Latest filing Jun 9, 2026
First filing on the tape Mar 30, 2012 · 50 filings
SEC status approved since May 19, 2005
RAUM
$4.8B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
97%
$4.6B individuals and HNW
Advisors
43
registered through the firm on IAPD
RAUM per advisor
$111M
derived; firm RAUM over IAPD count
Employees
59
36 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
7
reported on Schedule D
History
50 filings and snapshots on the tape
RAUM$4.8B as of Jun 9, 2026
Mar 30, 2012$498M then
HNW client RAUM$4.3B as of Jun 9, 2026
Apr 1, 2018$776M then
State-registered IARs (5.B.3)42 as of Jun 9, 2026
Mar 30, 20120 then
Employees (5.A)59 as of Jun 9, 2026
Apr 1, 201314 then
Private funds7 as of Jun 9, 2026
Mar 30, 20122 then
RAUM +19% over the last fiscal year+9.1% a year over threeIARs 32 to 42
Practice profile
derived from the filing of Jun 9, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $111MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.0MderivedHNW RAUM over HNW clients
- Average account
- $656,592derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 8.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +31%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.5%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Wrap fee program
- $801MreportedItem 5.I
- Custody
- $8.5M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$4.3B91%
- Individuals$285M6.0%
- Pension and profit-sharing plans$73.4M1.5%
- Charitable organizations$27.6M0.6%
- Pooled investment vehicles$16.2M0.3%
- Corporations and businesses$14.2M0.3%
- Individual clients
- 786reported
- HNW clients
- 1,080reported
- Pension plan clients
- 12reported
- Charitable clients
- 3reported
- Accounts
- 7,256reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $8.5M for 4 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
41 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Michael Anthony Smith | Houston, Tx | Jun 17, 2003 | 26 y | 1 |
| James Luke Patterson | Houston, Tx | Jun 24, 2011 | 30 y | 2 |
| Karl Eugene Krueger | Houston, Tx | Apr 1, 2015 | 27 y | 2 |
| Carter Cleveland Blackburn | Houston, Tx | Sep 8, 2017 | 24 y | 0 |
| Nan Lu | Houston, Tx | Sep 15, 2017 | 10 y | 0 |
| Christopher Austin Roberts | Houston, Tx | Jun 13, 2018 | 13 y | 0 |
| Bradley Trent CoveyCertified Financial Planner | Houston, Tx | Oct 10, 2018 | 28 y | 2 |
| Preston William SnowCertified Financial Planner | Houston, Tx | Oct 11, 2018 | 23 y | 2 |
| Oanh Kim Ton | Sugar Land, Tx | Nov 13, 2018 | 30 y | 2 |
| James Allen Atkinson | Houston, Tx | Mar 5, 2019 | 33 y | 1 |
| Robin Wun-Hsiung Chan | Houston, Tx | Apr 2, 2019 | 13 y | 2 |
| Travis Lee Oglesby | Houston, Tx | Jun 13, 2019 | 26 y | 0 |
| David Celso Gonzalez | Houston, Tx | Oct 22, 2019 | 20 y | 3 |
| David Michael LeeCertified Financial Planner | Houston, Tx | Jan 21, 2020 | 36 y | 2 |
| Kevin Alan LenoxCertified Financial Planner, Chartered Financial Analyst | Houston, Tx | Jun 12, 2020 | 33 y | 5 |
| James Casey Hodges | Houston, Tx | Jul 22, 2020 | 29 y | 3 |
| Michael ZdenekCertified Financial Planner | Houston, Tx | Apr 22, 2021 | 12 y | 1 |
| Clayton Bryant MoyerCertified Financial Planner | Houston, Tx | Oct 1, 2021 | 18 y | 1 |
| Jeff Daniel ManwaringCertified Financial Planner | Houston, Tx | Oct 3, 2021 | 18 y | 1 |
| James Griffin Mcginness | Houston, Tx | Nov 7, 2022 | 15 y | 3 |
| Gregory Joseph Litts | Houston, Tx | Jan 18, 2023 | 33 y | 3 |
| Antonio Jose TovarCertified Financial Planner | Austin, Tx | Jan 18, 2023 | 11 y | 1 |
| Thomas Lawrence Brown | Houston, Tx | Jan 19, 2023 | 16 y | 3 |
| Nicolas Johann Knapik | Jenson Beach, Fl | Jan 19, 2023 | 29 y | 10 |
| William Morgan StoneCertified Financial Planner | Houston, Tx | Jan 19, 2023 | 22 y | 1 |
| Taylor Kay Motsinger | Houston, Tx | Jan 20, 2023 | 14 y | 1 |
| Matthew L Lankford | Houston, Tx | Jan 24, 2023 | 23 y | 7 |
| Jacob Matthew BorbidgeChartered Financial Analyst | Houston, Tx | Nov 17, 2023 | 22 y | 0 |
| Shaheen Ladhani | Houston, Tx | Dec 4, 2023 | 15 y | 0 |
| Laura Beth VollrathCertified Financial Planner | Austin, Tx | May 21, 2024 | 12 y | 1 |
| Jenny Gipson FlemingCertified Financial Planner, Personal Financial Specialist | Austin, Tx | May 21, 2024 | 20 y | 2 |
| Roberto ArenivasCertified Financial Planner | Houston, Tx | Aug 8, 2024 | 10 y | 1 |
| Andrei Phillippe Costas | Houston, Tx | Nov 4, 2024 | 12 y | 0 |
| Benjamin Joseph Leboeuf | Sugar Land, Tx | Mar 30, 2025 | 11 y | 1 |
| Lionel Kiki | Houston, Tx | Jan 6, 2026 | 11 y | 4 |
| Sheri Eddings RobinsonCertified Financial Planner | Equality, Al | Jan 20, 2026 | 26 y | 6 |
| Troy Wayne TaylorCertified Financial Planner | San Antonio, Tx | Jan 20, 2026 | 29 y | 5 |
| Christopher Hanley Russell | Mentone, Al | Feb 2, 2026 | 20 y | 5 |
| Melissa Ausman BarkleyCertified Financial Planner | Birmingham, Al | Feb 13, 2026 | 18 y | 4 |
| Reid Pratt GuthrieCertified Financial Planner | Houston, Tx | Mar 10, 2026 | 10 y | 2 |
Advisor movement
3 left, 7 joined in 12 months
net +4 in 12 months2 left in 90 days1 joined in 90 daysdeparture rate 7.0% of current headcount5 left over 36 months
Left, latest
- David Matthew Thailing to Concurrent Investment Advisors, LLCJul 8, 2026 · RIA to RIA
- Joshua William Patterson to Concurrent Investment Advisors, LLCJul 8, 2026 · RIA to RIA
- Robert Palmer to Allworth Financial, L.P.Jan 21, 2026 · RIA to affiliated broker-dealer or bank
- Robert Allen Boswell to Sunbelt SecuritiesJan 8, 2025 · RIA to affiliated broker-dealer or bank
- Jared D Kenney to Raymond James Financial Services Advisors, IncOct 10, 2023 · RIA to affiliated broker-dealer or bank
- Nicholas Low to Hightower Advisors, LLCJun 28, 2023 · RIA to affiliated broker-dealer or bank
- Scott A Bishop to Hightower Advisors, LLCJun 15, 2023 · RIA to affiliated broker-dealer or bank
- Robert Harris to Hightower Advisors, LLCJun 15, 2023 · RIA to affiliated broker-dealer or bank
- Braxton Bartlett to Hightower Advisors, LLCJun 15, 2023 · RIA to affiliated broker-dealer or bank
- Cy Garrett Cattan to Hightower Advisors, LLCJun 15, 2023 · RIA to affiliated broker-dealer or bank
- Patrick John Fleming to Hightower Advisors, LLCJun 15, 2023 · RIA to affiliated broker-dealer or bank
- Latika Tillis to Hightower Advisors, LLCJun 15, 2023 · RIA to affiliated broker-dealer or bank
- Sarahbeth Pipkin to Hightower Advisors, LLCJun 15, 2023 · RIA to affiliated broker-dealer or bank
- Michael Churchill to Hightower Advisors, LLCJun 15, 2023 · RIA to affiliated broker-dealer or bank
- David Michael Sabonghy to Waterloo CapitalNov 16, 2022 · RIA to RIA
Joined, latest
- Michael Charles Kuznicki from Resource Horizons Group LLCJul 27, 2026 · Other
- Reid Pratt Guthrie from United Capital Financial AdvisorsMar 10, 2026 · RIA to RIA
- Melissa Ausman Barkley from Linscomb Wealth, Inc.Feb 13, 2026 · RIA to RIA
- Christopher Hanley Russell from Linscomb Wealth, Inc.Feb 2, 2026 · RIA to RIA
- Troy Wayne Taylor from Linscomb Wealth, Inc.Jan 20, 2026 · RIA to RIA
- Sheri Eddings Robinson from Linscomb Wealth, Inc.Jan 20, 2026 · RIA to RIA
- Lionel Kiki from D.A. Davidson & Co.Jan 6, 2026 · RIA to RIA
- Benjamin Joseph Leboeuf from Sanctuary Advisors, LLCMar 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- Roberto Arenivas from Mercer Global Advisors Inc.Aug 8, 2024 · RIA to RIA
- Jenny Gipson Fleming from Equistar Wealth Management LLCMay 21, 2024 · RIA to RIA
- Laura Beth Vollrath from Equistar Wealth Management LLCMay 21, 2024 · RIA to RIA
- Robert Palmer from Fidelity Personal And Workplace AdvisorsApr 25, 2023 · Affiliated broker-dealer or bank to independent RIA
- Matthew L Lankford from Rj Capital LLCJan 24, 2023 · RIA to RIA
- Taylor Kay Motsinger from Rj Capital LLCJan 20, 2023 · RIA to RIA
- William Morgan Stone from Dba Stone Wealth ManagementJan 19, 2023 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Concurrent Investment Advisors, LLCJul 8, 2026 · Houston, Tx
- 9 left for Hightower Advisors, LLCJun 15, 2023 · Houston, Tx
- 3 joined from Linscomb Wealth, Inc.Feb 3, 2026 · Birmingham, Al
- 2 joined from Equistar Wealth Management LLCMay 21, 2024 · Austin, Tx
- 2 joined from Dba Stone Wealth ManagementOct 9, 2023 · Austin, Tx
- 5 joined from Rj Capital LLCJul 28, 2023 · Houston, Tx · Firm absorbed
- 2 joined from UBS Financial Services Inc.Sep 17, 2019 · Houston, Tx
- 3 joined from J.P. Morgan Securities LLCOct 18, 2018 · Sugar Land, Tx
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Avidian Asto Consumer Fund I, LP | $13.8M | 42 | Jun 9, 2026 | |
| Sta Real Estate Fund 1, LP | Real Estate Fund | $6.9M | 50 | Dec 23, 2015 |
| Avidian Hilltop Growth Fund I, LP | $6.1M | 12 | Jun 9, 2026 | |
| The Sta Specialized Fund LPno longer reported | Private Equity Fund | $1.6M | 40 | Mar 30, 2012 |
| Black Swan Opprtunity Fund LLC - Global Multi-Asset Qp | Hedge Fund | $850,584 | 20 | Mar 30, 2012 |
| The Streettalk Advisors Premier Fund LP | Other Private Fund | $626,405 | 99 | Mar 30, 2012 |
| Black Swan Opportunity Fund - Long Term Savings (Ai) Series | Private Equity Fund | $36,004 | 29 | Mar 30, 2012 |
| Black Swan Opportunity Fund - Global Multi-Asset (Ai) Series | Private Equity Fund | $32,557 | 27 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Allen James Atkinson · Chief Operating Officer / Managing Membercontrolsince 02/2019 · owns less than 5%
- Matthew Jacob Borbidge · Chief Investment Officercontrolsince 01/2024 · owns less than 5%
- Marie Hope Edick · Chief Compliance Officercontrolsince 08/2011 · owns less than 5%
- Luke James Patterson · Chief Executive Officer / Managing Membercontrolsince 09/2010 · owns less than 5%
- William Preston Snow · Managing Membercontrolsince 01/2020 · owns less than 5%
- Katherine Mary Yarber · Chief Accounting Officercontrolsince 01/2018 · owns less than 5%
- Allen James Atkinson · Member / Meridian Mlj, LLCcontrolsince 12/2019 · owns F of Meridian Mlj, LLC
- Luke James Patterson · Member / Meridian Mlj, LLCcontrolsince 12/2019 · owns 25% to 50% of Meridian Mlj, LLC
- William Preston Snow · Member / Avidian Wealth Solutions, LLCcontrolsince 01/2020 · owns F of Avidian Wealth Solutions, LLC
- Trent Bradley Covey · Member / Avidian Wealth Solutions, LLCsince 01/2020 · owns F of Avidian Wealth Solutions, LLC
- Joseph Gregory Litts · Member / Avidian Wealth Solutions, LLCsince 01/2023 · owns F of Avidian Wealth Solutions, LLC
- Anthony Michael Smith · Member / Meridian Mlj, LLCsince 12/2019 · owns F of Meridian Mlj, LLC
- Morgan William Stone · Owner / Stone Asset Management, LLCsince 01/2023 · owns F of Stone Asset Management, LLC
Entity owners
- Avidian Wealth Solutions, LLC · Memberdirect · owns 75% or more
- Meridian Mlj, LLC · Member / Avidian Wealth Solutions, LLCindirect · owns 50% to 75% of Avidian Wealth Solutions, LLC
- Stone Asset Management, LLC · Member / Avidian Wealth Solutions, LLCindirect · owns F of Avidian Wealth Solutions, LLC
Related persons
Schedule D 7.A
- Avidian Insurance Agencyreal estaten
- Sta Real Estate Company, LLCpooled vehicle sponsorn
Advisers that list Avidian Wealth Solutions as a related person
- 169509 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 42 | 9 | 3 | 1 | |
| Austin, Tx | 4 | 0 | 0 | ||
| Sugar Land, Tx | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Austin, TX6 employees
- Austin, TX2 employees
- Sugar Land, TX1 employees
- The Woodlands, TX1 employees
What changed
consecutive filings, newest first
- Accounts · 6,742 to 7,256Jan 16, 2026 to Mar 30, 2026
- Advisory employees · 32 to 36Jan 16, 2026 to Mar 30, 2026
- Charity clients · 4 to 3Jan 16, 2026 to Mar 30, 2026
- HNW clients · 1,031 to 1,080Jan 16, 2026 to Mar 30, 2026
- Individual clients · 825 to 786Jan 16, 2026 to Mar 30, 2026
- Pension plan clients · 1 to 12Jan 16, 2026 to Mar 30, 2026
- Pooled vehicle clients · 3 to 5Jan 16, 2026 to Mar 30, 2026
- Assets in custody · $11.5M to $8.5MJan 16, 2026 to Mar 30, 2026
- Employees · 51 to 59Jan 16, 2026 to Mar 30, 2026
- State-registered IARs · 32 to 42Jan 16, 2026 to Mar 30, 2026
- Discretionary RAUM · $3.8B to $4.6BJan 16, 2026 to Mar 30, 2026
- HNW RAUM · $3.6B to $4.3BJan 16, 2026 to Mar 30, 2026
- Individual RAUM · $301M to $285MJan 16, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $235M to $184MJan 16, 2026 to Mar 30, 2026
- Pension RAUM · $1.7M to $73.4MJan 16, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $8.4M to $16.2MJan 16, 2026 to Mar 30, 2026
- RAUM · $4.0B to $4.8BJan 16, 2026 to Mar 30, 2026
- Financial planning clients · 101-250 to 101-250Mar 31, 2025 to Jul 31, 2025
- Accounts · 6,015 to 6,742Feb 19, 2025 to Mar 31, 2025
- Charity clients · 1 to 4Feb 19, 2025 to Mar 31, 2025
- HNW clients · 941 to 1,031Feb 19, 2025 to Mar 31, 2025
- Individual clients · 876 to 825Feb 19, 2025 to Mar 31, 2025
- Assets in custody · $9.0M to $11.5MFeb 19, 2025 to Mar 31, 2025
- Financial planning clients · 251-500 to 101-250Feb 19, 2025 to Mar 31, 2025
- Private funds · 5 to 7Feb 19, 2025 to Mar 31, 2025
- Discretionary RAUM · $3.0B to $3.8BFeb 19, 2025 to Mar 31, 2025
- HNW RAUM · $2.8B to $3.6BFeb 19, 2025 to Mar 31, 2025
- Individual RAUM · $290M to $301MFeb 19, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $126M to $235MFeb 19, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $9.0M to $8.4MFeb 19, 2025 to Mar 31, 2025
- RAUM · $3.1B to $4.0BFeb 19, 2025 to Mar 31, 2025
- Business name · AVIDIAN WEALTH SOLUTIONS, LLC to AVIDIAN WEALTH SOLUTIONSJul 30, 2024 to Feb 19, 2025
- Legal name · AVIDIAN WEALTH SOLUTIONS, LLC to AVIDIAN WEALTH ENTERPRISES, LLCJul 24, 2024 to Jul 30, 2024
- Succession · true to falseJul 24, 2024 to Jul 30, 2024
- Advisory employees · 30 to 32Mar 26, 2024 to Jul 24, 2024
- Employees · 49 to 51Mar 26, 2024 to Jul 24, 2024
- State-registered IARs · 30 to 32Mar 26, 2024 to Jul 24, 2024
- Other offices · 3 to 4Mar 26, 2024 to Jul 24, 2024
- Succession · false to trueMar 26, 2024 to Jul 24, 2024
- Accounts · 6,481 to 6,015Mar 8, 2024 to Mar 26, 2024
Signals
36 dated events
- Joshua William Patterson left Avidian Wealth Solutions for Concurrent Investment Advisors, Llc (registered 2026-07-02)Jul 8, 2026 · Advisor changed firm · fact
- David Matthew Thailing left Avidian Wealth Solutions for Concurrent Investment Advisors, Llc (registered 2026-06-26)Jul 8, 2026 · Advisor changed firm · fact
- 2 advisors left Avidian Wealth Solutions (Houston, TX) for Concurrent Investment Advisors, LLC on the same dayJul 8, 2026 · Team lift-out · derived
- Avidian Wealth Solutions reported 42 state-registered advisory representatives, up from 32 (2026-01-16 to 2026-03-30)Mar 30, 2026 · Advisor headcount change · derived
- 3 advisors left Linscomb Wealth, Inc. (Birmingham, AL) for Avidian Wealth Solutions within 10 daysFeb 3, 2026 · Team lift-out · derived
- Robert Palmer left Avidian Wealth Solutions for Allworth Financial, L.P. (registered 2026-01-29)Jan 21, 2026 · Advisor changed firm · fact
- Avidian Wealth Solutions reported RAUM $4.0B, up 28% from $3.1B (2025-02-19 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Robert Allen Boswell left Avidian Wealth Solutions for Sunbelt Securities (registered 2025-02-04)Jan 8, 2025 · Advisor changed firm · fact
- Avidian Wealth Solutions, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 24, 2024 · Succession (Item 4) · fact
- Matthew Jacob Borbidge (Chief Investment Officer) appeared on Schedule A of Avidian Wealth SolutionsJul 24, 2024 · Control person joined · fact
- 2 advisors left Equistar Wealth Management LLC (Austin, TX) for Avidian Wealth Solutions within 3 daysMay 21, 2024 · Team lift-out · derived
- Jared D Kenney left Avidian Wealth Solutions for Raymond James Financial Services Advisors, Inc (registered 2023-10-09)Oct 10, 2023 · Advisor changed firm · fact
- 2 advisors left DBA Stone Wealth Management (Austin, TX) for Avidian Wealth Solutions on the same dayOct 9, 2023 · Team lift-out · derived
- RJ Capital LLC's advisors moved to Avidian Wealth Solutions (Houston, TX): 5 of 5 registered, on the same dayJul 28, 2023 · Firm absorbed (people side) · derived
- Nicholas Low left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-07-19)Jun 28, 2023 · Advisor changed firm · fact
- Robert Harris left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-06-12)Jun 15, 2023 · Advisor changed firm · fact
- Braxton Bartlett left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-06-12)Jun 15, 2023 · Advisor changed firm · fact
- Michael Churchill left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-06-12)Jun 15, 2023 · Advisor changed firm · fact
- Cy Garrett Cattan left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-06-12)Jun 15, 2023 · Advisor changed firm · fact
- Scott A Bishop left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-06-18)Jun 15, 2023 · Advisor changed firm · fact
- Latika Tillis left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-06-12)Jun 15, 2023 · Advisor changed firm · fact
- Sarahbeth Pipkin left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-06-12)Jun 15, 2023 · Advisor changed firm · fact
- Patrick John Fleming left Avidian Wealth Solutions for Hightower Advisors, Llc (registered 2023-06-12)Jun 15, 2023 · Advisor changed firm · fact
- 9 advisors left Avidian Wealth Solutions (Houston, TX) for Hightower Advisors, LLC within 13 daysJun 15, 2023 · Team lift-out · derived
- David Michael Sabonghy left Avidian Wealth Solutions for Waterloo Capital (registered 2022-11-01)Nov 16, 2022 · Advisor changed firm · fact
- Jeremy Daniel Curtis left Avidian Wealth Solutions for Lightstone Wealth Planning Solutions, Llc (registered 2023-01-09)Oct 17, 2022 · Advisor changed firm · fact
- Avidian Wealth Solutions reported RAUM $3.5B, up 33% from $2.6B (2021-07-12 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Avidian Wealth Solutions reported RAUM $2.6B, up 50% from $1.7B (2020-06-30 to 2021-03-19)Mar 19, 2021 · RAUM change · derived
- Avidian Wealth Solutions reported RAUM $1.7B, up 34% from $1.3B (2019-09-13 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- William Preston Snow (Partner / Executive Vice President) appeared on Schedule A of Avidian Wealth SolutionsMar 30, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Avidian Wealth Solutions · Independent Sponsorsshared crd · capital_provider
- Avidian Wealth Solutions, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 281-822-8800reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 713-667-4026reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/AVIDIAN-WEALTHreportedpublic record, Form ADV, Sep 17, 2026
- Website
- AVIDIANWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 281-822-8800reportedpublic record, Form ADV, Jun 9, 2026
- Team page
- avidianwealth.com/team-member/marisa-pontireportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $111Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Avidian Wealth Solutions is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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