AVIDIAN WEALTH SOLUTIONS
SEC RegisteredSecure Your Wealth. Simplify Your Life.
About the firm
Avidian Wealth Solutions is a boutique family office offering a comprehensive, multidisciplinary approach to wealth management for executives, entrepreneurs, founders, and families, as well as a fiduciary partnership for foundations and endowments. For more than 20 years, the firm has provided personalized financial planning, investment management, estate planning, tax strategies, and risk management. Avidian operates as an independent fiduciary with no ties to any particular family of funds or investment products.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
High-net-worth individuals, executives, entrepreneurs, founders, families, pre- and post-retirees, business owners, energy professionals, medical professionals, endowments, and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 786 | $285M |
| High Net Worth Individuals | 1,080 | $4.3B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 5 | $16M |
| Charitable Organizations | 12 | $73M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
44 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AVIDIAN WEALTH SOLUTIONS 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 the SEC or FINRA websites before making any decision.