Avidian Wealth Solutions
Financial Services
800 Town and Country Blvd
51 employees
- Employees
- 51
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Avidian Wealth Solutions Overview
- Headquarters
- 800 Town and Country Blvd
- Website
- avidianwealth.com
- Industry
- Financial Services
- Employees
- 51
- Founded
- 2003
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Avidian Wealth Solutions
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.
Avidian Wealth Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Avidian Wealth Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Morgan Stone, Cfp®, Cepa®, Mba | Senior Wealth Advisor/partner | Austin, Texas, United States |
Email
Phone
|
| Kevin A. Lenox, Cfa®, Cfp® | Senior Portfolio Manager at Avidian Wealth Solutions | Houston, Texas, United States |
Email
Phone
|
| Joshua Patterson | Houston, Texas, United States |
Email
|
|
| Nicolas Knapik, Mba | Wealth Advisor at Avidian Wealth Solutions |
View
|
Employees by Management Level
Manager
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
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