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Benjamin Joseph Leboeuf

Investment Adviser Representative at Avidian Wealth Solutions

Sugar Land, TXCRD #7840996Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin Joseph LeBoeuf is an investment adviser representative with Avidian Wealth Solutions in Sugar Land, TX, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Sanctuary Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/26/2024
Series 7
General Securities Representative Examination
Passed 4/18/2024
SIE
Securities Industry Essentials Examination
Passed 2/16/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Avidian Wealth SolutionsCurrent
3/30/2025 – Sugar Land, TX
Sanctuary Advisors, LLC
4/18/2024 – 2/4/2025Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. East Ascension High School
    Aug 2015 – May 2019Gonzales, LA
  2. Nicholls State University
    Aug 2019 – May 2022Thibodaux, LA
  3. University of Louisiana Lafayette
    May 2022 – Dec 2023Lafayette, LA
  4. Johnny's Men Shop
    Jun 2020 – Apr 2021Thibodaux, LA
  5. Edwards Douglas White High School
    Oct 2021 – Dec 2022Thibodaux, LA
  6. Cardiovascular Institute of the South
    Apr 2022 – Dec 2022Houma, LA
  7. Sanctuary Advisors LLC
    Dec 2023 – Feb 2025Houston, TX
  8. Sanctuary Securities, Inc.
    Dec 2023 – Feb 2025Houston, TX
  9. Avidian Wealth Enterprises, LLC DBA Avidian Wealth Solutions
    Mar 2025 – no end date reportedHouston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Avidian Wealth Solutions

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, investment management, tax strategies, risk management, estate planning, and retirement planning, all delivered under a boutique family office model with a fiduciary standard of care.

Retirement PlanningInvestment ManagementFinancial PlanningEstate PlanningTax PlanningCharitable GivingWealth ManagementRisk Management
Firm areas of expertise
Wealth ManagementInvestment ManagementFinancial PlanningEstate PlanningTax StrategiesRisk ManagementRetirement PlanningFamily OfficeEndowments And FoundationsFiduciaryPrivate Wealth+2 more

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
44
Offices listed on AdvisorFinder:
5
Main office:
Houston, TX
SEC file number:
801-64386

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 9, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Joseph Leboeuf has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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