Startups
Edit

Avidian Wealth Solutions

http://avidianwealth.com/
Last activity: 06.02.2024
Active
Categories: BusinessContentFinTechFirmInformationInsurTechManagementPlanningPlatformService
Avidian Wealth Solutions is a team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including financial planning, investment management, and insurance solutions, we strive to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently maintaining our core values of trust, credibility, and transparency.

Disclosure: Avidian is a registered investment adviser. This platform is for informational purposes only. Investing involves risk and possible loss of principal. Comments by viewers or third-party rankings are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Avidian does not provide compensation for “likes” or “endorsements” on this platform. Third-party rankings/rating will disclose the parameters that were used in the consideration in a hyperlink or directly under the ranking/rating. The opinions expressed herein are those of the firm and are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other areas of the firm and are for general informational purposes as of the date indicated. Avidian believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.
Followers
781
Mentions
8

Overview

Location
United States, Texas, Houston
Employees
51-200
Founded date
2003

Mentions in press and media 8

DateTitleDescription
Sign up to seeSign up to seeSign up to see
May 4, 2023USA TODAY Ranks Avidian Wealth Solutions Among the Best Financial Advisory Firms of 2023"It’s one thing to be recognized by our peers, but to earn the recommendations of the people we serve is a direct reminder of why we’re here in the first place — to improve the lives of those we serve.” -- Avidian Wealth Solutions CEO,...
Mar 28, 2023Avidian Wealth Solutions reaches $4 billion in assets under management“Our growth and ambitious vision tie directly back to our mission to make a positive impact in the lives of the families we serve." - Luke Patterson, Avidian Wealth Solutions CEO HOUSTON (PRWEB) March 28, 2023 Avidian Wealth Solutions,...
Feb 21, 2023Avidian Wealth Solutions Announces Expansion Into Austin MarketStone Wealth Management Joins Avidian Wealth Solutions "The team at Stone Wealth Management has built something special in Austin, and we couldn’t be more excited to share our knowledge and expertise with Stone’s current and future cli...
Feb 2, 2023Avidian Wealth Solutions Welcomes Investment Advisor, Greg LittsGreg Litts Joins Avidian Wealth Solutions “His approach to investment management takes the emotion out of the decision-making process, allowing us to provide more portfolio solutions better-tailored to our clients and their specific goals.&...
Dec 13, 2022Wealth Advisor, James McGinness, Joins Avidian Wealth SolutionsJames McGinness Joins Avidian Wealth Solutions “James has a tremendous depth of financial experience that has helped him deliver insight-driven solutions to clients throughout the course of his career.” Luke Patterson, Avidian’s CEO HOUSTON...
Nov 21, 2022Avidian Wealth Solutions Welcomes Highly Credentialed Wealth Manager, Jared KenneyJared Kenney Joins Avidian Wealth Solutions “The ability to offer our clients such deeply credentialed service is a cornerstone of our larger mission. We couldn’t be more thrilled to see how Jared will strengthen our already accomplished te...
Jul 19, 2022Houston-Based Avidian Wealth Solutions named one of the fastest-growing RIA firms in AmericaAvidian Wealth Solutions “This achievement is a testament to the model we’ve developed and the culture that drives it. By putting our advisors and their clients first, we’ve been able to create an environment in which those we serve thrive....

Reviews 0

Sign up to leave a review

Sign up Log In

FAQ about Avidian Wealth Solutions

When was Avidian Wealth Solutions founded?

Avidian Wealth Solutions was founded in 2003.

What has the press written about Avidian Wealth Solutions?

Parsers VC has collected 8 articles mentioning Avidian Wealth Solutions, among them “USA TODAY Ranks Avidian Wealth Solutions Among the Best Financial Advisory Firms of 2023” (May 4, 2023) and “Avidian Wealth Solutions reaches $4 billion in assets under management” (Mar 28, 2023).

Is Avidian Wealth Solutions still active?

Yes, Avidian Wealth Solutions is active; its latest activity on Parsers VC dates from Feb 6, 2024.