Laura Beth Vollrath
Investment Adviser Representative at Avidian Wealth Solutions
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Laura Beth Vollrath is an investment adviser representative with Avidian Wealth Solutions in Austin, TX, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Equistar Wealth Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equistar Wealth Management LLCOct 2018 – May 2024Austin, TX
- Ruedi Wealth ManagementSep 2014 – Dec 2017Champaign, IL
- UnemployedJan 2018 – Oct 2018Dripping Springs, TX
- Avidian Wealth Solutions, LLCMay 2024 – Nov 2024Houston, TX
- Avidian Wealth Enterprises, LLC (DBA) Avidian Wealth SolutionsNov 2024 – 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.
Client types the firm serves
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 profileOther advisors at Avidian Wealth Solutions
Showing 12 of 44 in the directory
Similar advisors in Austin, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Laura Beth Vollrath 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched