Avidian Wealth Solutions LLC is a prominent investment advisory firm based in Houston, Texas, with additional offices in Sugar Land and The Woodlands[2]. Established in 2005, the company offers a comprehensive suite of financial services, including financial planning, investment management, estate planning, and risk management[3][5]. Avidian Wealth Solutions is known for its boutique family office experience, catering to high-net-worth individuals, families, entrepreneurs, and executives[5]. ### Key Features: - Assets Under Management (AUM): As of March 31, 2023, Avidian Wealth Solutions managed approximately $3.7 billion in assets[1]. - Team and Expertise: The firm employs a multidisciplinary team of financial professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), MBAs, and Ph.D.s[4][5]. - Client Base: Avidian serves a diverse client base, including individuals, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations[3]. - Services Offered: - Financial planning - Portfolio management for individuals and small businesses - Pension consulting services - Selection of other advisors - Educational seminars and workshops[3]. - Fee Structures: Clients can choose from a percentage of assets under management, hourly fees, fixed fees, and other structures[3]. Avidian Wealth Solutions is recognized for its commitment to client-focused strategies and cutting-edge technologies, positioning itself as a leading financial advisory firm in the nation[5].