Key facts
- AVIDIAN WEALTH SOLUTIONS is a private equity firm based in HOUSTON, TX.
Registered with the SEC
Form ADV · 2026-03 · CRD 127186- Regulatory AUM
- —
- Private fund assets
- $28.4M
- Private funds
- 7 · 2 private equity, 1 hedge, 1 real estate, 3 other
- Staff
- 59
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as AVIDIAN WEALTH ENTERPRISES, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for AVIDIAN WEALTH SOLUTIONS are on record yet. Positions surface from round participations, filings, and coverage.
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