Updated November 20, 2023
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Avidian Wealth Solutions, LLC

Investment Advisor Firm
Total assets under management$3.7B
Years in business19+

About Avidian Wealth Solutions, LLC

Avidian Wealth Solutions, LLC is a financial advisory company that focuses on meeting its clients' unique needs and challenges. As independent fiduciaries, they are committed to minimizing risk through comprehensive and evolving services such as financial planning, investment management, and insurance solutions.

The company places great importance on understanding trends and strategically planning to ensure the best outcomes for its clients. They maintain core values of trust, credibility, and transparency in all aspects of their business.

Personalized wealth planning is a key focus at Avidian. They specialize in providing tailored financial plans for high-net-worth families, executives, and entrepreneurs. Rather than solely focusing on wealth or investment management, they offer a comprehensive approach that addresses various complexities, including retirement planning, estate planning, risk management, tax strategies, and more.

The multidisciplinary professionals at Avidian work collaboratively to provide ongoing wealth solutions based on individualized needs. By understanding personal, business, and family goals, they create customized plans that deliver personalized advice in asset management, debt management, risk management, taxation, and wealth transfer.

Avidian's approach is rooted in long-term planning and implementation. Their goal is to help clients reach their desired outcomes over the long term, regardless of unforeseen circumstances. They believe in the reliability of third-party content and strive to provide accurate information without misleading statements.

Overall, Avidian Wealth Solutions aims to optimize the wealth management experience by offering comprehensive, personalized financial plans that address the complexities associated with wealth accumulation and preservation.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Insurance Solutions
  4. Retirement Planning
  5. Estate Planning
  6. Risk Management
  7. Tax Strategies

More about Avidian Wealth Solutions, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
12718638

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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