


Avidian Wealth Solutions
Financial Services • Houston, Texas, United States • 21-50 Employees
Company overview
| Headquarters | 800 Town and Country Blvd, 220, Houston, TX 77024, US |
| Phone number | +12818228800 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Insurance, Financial Planning, Private Placements, Investment Management |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
Key Contacts at Avidian Wealth Solutions
Michael Smith
Founder /Partner
Robert Palmer
Executive Director - Head Of Financial Planning
Luke Patterson
Chief Executive Officer
Christopher Deschenes
Regional Director
Rachel Daniels
Director Of Operations
Justin King
Internal Communications Director
Avidian Wealth Solutions Email Formats
Avidian Wealth Solutions uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@avidianwealth.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@avidianwealth.com | 65.7% |
{first initial} | j@stawealth.com | 17.1% |
{first name}{last name} | johndoe@avidianwealth.com | 11.4% |
{first initial}{first initial}{last name} | jjdoe@avidianwealth.com | 2.9% |
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 revenue & valuation
| Annual revenue | $4,277,750 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Avidian Wealth Solutions has 29 employees across 6 departments.
Departments
Number of employees
Funding Data
Avidian Wealth Solutions has never raised funding before.
Avidian Wealth Solutions Tech Stack
Discover the technologies and tools that power Avidian Wealth Solutions's digital infrastructure, from frameworks to analytics platforms.
Programming languages
JavaScript libraries
Maps
Security
Analytics
Analytics
Development
JavaScript frameworks
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Hosting
Frequently asked questions
4.8
40,000 users



