Avidian Wealth Solutions
Company

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
Industry
Financial Services
Employees
51
Founded
2003
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Morgan Stone, Cfp®, Cepa®, Mba Senior Wealth Advisor/partner
Email Phone
Kevin A. Lenox, Cfa®, Cfp® Senior Portfolio Manager at Avidian Wealth Solutions
Email Phone
Joshua Patterson
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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