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Avidian Wealth Solutions

Avidian Wealth Solutions

Financial ServicesFlag of USHouston, Texas, United States21-50 Employees

Company overview

Headquarters800 Town and Country Blvd, 220, Houston, TX 77024, US
Phone number+12818228800
Website
NAICS52
SIC874
Keywords
Insurance, Financial Planning, Private Placements, Investment Management
Founded2003
Employees21-50
Socials

Key Contacts at Avidian Wealth Solutions

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Michael Smith

Founder /Partner

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Robert Palmer

Executive Director - Head Of Financial Planning

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Luke Patterson

Chief Executive Officer

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Christopher Deschenes

Regional Director

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Rachel Daniels

Director Of Operations

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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.

FormatExamplePercentage
{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.

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Avidian Wealth Solutions revenue & valuation

Annual revenue$4,277,750
Revenue per employee$86,000
Estimated valuation?$13,700,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Senior
Manager

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.

Node.js

Node.js

Programming languages

Apollo

Apollo

JavaScript libraries

Leaflet

Leaflet

Maps

Microsoft 365

Microsoft 365

Email

HSTS

HSTS

Security

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

Linkedin Insight Tag

Linkedin Insight Tag

Analytics

Emotion

Emotion

Development

Next.js

Next.js

JavaScript frameworks

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Frequently asked questions

Avidian Wealth Solutions is located in Houston, Texas, US.
You can reach Avidian Wealth Solutions at +12818228800.
Avidian Wealth Solutions was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.
Avidian Wealth Solutions has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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