AVIDIAN WEALTH ENTERPRISES, LLC
Legal name: AVIDIAN WEALTH SOLUTIONS
CRD #127186 SEC #801-64386 HOUSTON, TX 281-822-8800
SEC Registered Private Funds
Total AUM
$4B
Discretionary
$3.8B
Employees
51
Clients
101
Accounts
6,742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4B | $3.8B | $234.7M | 51 | 3 |
| Jul 2025 | $4B | $3.8B | $234.7M | 51 | 3 |
| Jul 2025 | $4B | $3.8B | $234.7M | 51 | 3 |
| Jul 2025 | $4B | $3.8B | $234.7M | 51 | 3 |
| Mar 2025 | $4B | $3.8B | $234.7M | 51 | 3 |
| Feb 2025 | $3.1B | $3B | $126M | 51 | 1,831 |
| Jul 2024 | $3.1B | $3B | $126M | 51 | 1,831 |
| Jul 2024 | $3.1B | $3B | $126M | 51 | 1,831 |
| Mar 2024 | $3.1B | $3B | $126M | 49 | 1,831 |
| Mar 2024 | $3.7B | $3.2B | $471.8M | 66 | 0 |
| Dec 2023 | $3.7B | $3.2B | $471.8M | 66 | 0 |
| Mar 2023 | $3.7B | $3.2B | $471.8M | 66 | 0 |
| Jan 2023 | $3.5B | $3.2B | $254.7M | 52 | 2 |
| Nov 2022 | $3.5B | $3.2B | $254.7M | 52 | 2 |
| Jul 2022 | $3.5B | $3.2B | $254.7M | 52 | 2 |
| Apr 2022 | $3.5B | $3.2B | $254.7M | 52 | 2 |
| Mar 2022 | $3.5B | $3.2B | $254.7M | 52 | 2 |
| Jul 2021 | $2.6B | $2.5B | $134.7M | 49 | 0 |
| Mar 2021 | $2.6B | $2.5B | $134.7M | 49 | 0 |
| Jun 2020 | $1.7B | $1.6B | $105.3M | 45 | 0 |
| Jun 2020 | $1.7B | $1.6B | $105.3M | 45 | 0 |
| Mar 2020 | $1.7B | $1.6B | $105.3M | 45 | 0 |
| Sep 2019 | $1.3B | $1.2B | $106.4M | 35 | 0 |
| Sep 2019 | $1.3B | $1.2B | $106.4M | 35 | 0 |
| Sep 2019 | $1.3B | $1.2B | $106.4M | 35 | 0 |
| Mar 2019 | $1.3B | $1.2B | $106.4M | 35 | 0 |
| Oct 2018 | $931.3M | $885.4M | $45.9M | 32 | 0 |
| Oct 2018 | $931.3M | $885.4M | $45.9M | 32 | 0 |
| Sep 2018 | $931.3M | $885.4M | $45.9M | 28 | 0 |
| Apr 2018 | $931.3M | $885.4M | $45.9M | 28 | 0 |
| Dec 2017 | $745M | $745M | $0 | 24 | 900 |
| Nov 2017 | $745M | $745M | $0 | 24 | 900 |
| May 2017 | $745M | $745M | $0 | 24 | 900 |
| Mar 2017 | $745M | $745M | $0 | 24 | 900 |
| Dec 2016 | $725.4M | $725.4M | $0 | 22 | 900 |
| Mar 2016 | $725.4M | $725.4M | $0 | 23 | 900 |
| Dec 2015 | $699.1M | $699.1M | $0 | 20 | 900 |
| Apr 2015 | $699.1M | $699.1M | $0 | 20 | 900 |
| Mar 2014 | $570.3M | $570.3M | $0 | 16 | 800 |
| Mar 2014 | $570.3M | $570.3M | $0 | 16 | 800 |
| Oct 2013 | $529.1M | $529.1M | $0 | 16 | 800 |
| Apr 2013 | $498M | $498M | $0 | 14 | 800 |
| Aug 2012 | $498.4M | $498.4M | $0 | 11 | 800 |
| Mar 2012 | $498.4M | $498.4M | $0 | 11 | 800 |
| Sep 2011 | $370M | $370M | $0 | -- | -- |
| Aug 2011 | $370M | $370M | $0 | -- | -- |
| Jun 2011 | $370M | $370M | $0 | -- | -- |
| Apr 2011 | $370M | $370M | $0 | -- | -- |
| Aug 2010 | $304.4M | $304.4M | $0 | 10 | -- |
| Jun 2010 | $304.4M | $304.4M | $0 | 10 | -- |
| Mar 2010 | $304.4M | $304.4M | $0 | 10 | -- |
| Jan 2010 | $289.8M | $289.8M | $0 | 10 | -- |
| Mar 2009 | $250M | $250M | $0 | 10 | -- |
| Mar 2008 | $163.2M | $163.2M | $0 | 5 | -- |
| Oct 2007 | $100M | $100M | $0 | 5 | -- |
| Mar 2007 | $100M | $100M | $0 | 5 | -- |
| Mar 2006 | $31.4M | $31.4M | $0 | 5 | -- |
| Jan 2006 | $31.4M | $31.4M | $0 | 5 | -- |
| May 2005 | $31.4M | $31.4M | $0 | 5 | -- |
| May 2005 | $31.4M | $31.4M | $0 | 5 | -- |
| Aug 2004 | $7.5M | $7.5M | $0 | 5 | -- |
| Aug 2004 | $7.5M | $7.5M | $0 | 5 | -- |
| Nov 2003 | $77M | $28.7M | $48.2M | 5 | -- |
DateNov 2025
Total AUM$4B
Discretionary$3.8B
Non-Disc.$234.7M
Employees51
Clients3
DateJul 2025
Total AUM$4B
Discretionary$3.8B
Non-Disc.$234.7M
Employees51
Clients3
DateJul 2025
Total AUM$4B
Discretionary$3.8B
Non-Disc.$234.7M
Employees51
Clients3
DateJul 2025
Total AUM$4B
Discretionary$3.8B
Non-Disc.$234.7M
Employees51
Clients3
DateMar 2025
Total AUM$4B
Discretionary$3.8B
Non-Disc.$234.7M
Employees51
Clients3
DateFeb 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$126M
Employees51
Clients1,831
DateJul 2024
Total AUM$3.1B
Discretionary$3B
Non-Disc.$126M
Employees51
Clients1,831
DateJul 2024
Total AUM$3.1B
Discretionary$3B
Non-Disc.$126M
Employees51
Clients1,831
DateMar 2024
Total AUM$3.1B
Discretionary$3B
Non-Disc.$126M
Employees49
Clients1,831
DateMar 2024
Total AUM$3.7B
Discretionary$3.2B
Non-Disc.$471.8M
Employees66
Clients0
DateDec 2023
Total AUM$3.7B
Discretionary$3.2B
Non-Disc.$471.8M
Employees66
Clients0
DateMar 2023
Total AUM$3.7B
Discretionary$3.2B
Non-Disc.$471.8M
Employees66
Clients0
DateJan 2023
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$254.7M
Employees52
Clients2
DateNov 2022
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$254.7M
Employees52
Clients2
DateJul 2022
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$254.7M
Employees52
Clients2
DateApr 2022
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$254.7M
Employees52
Clients2
DateMar 2022
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$254.7M
Employees52
Clients2
DateJul 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$134.7M
Employees49
Clients0
DateMar 2021
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$134.7M
Employees49
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$105.3M
Employees45
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$105.3M
Employees45
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$105.3M
Employees45
Clients0
DateSep 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$106.4M
Employees35
Clients0
DateSep 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$106.4M
Employees35
Clients0
DateSep 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$106.4M
Employees35
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$106.4M
Employees35
Clients0
DateOct 2018
Total AUM$931.3M
Discretionary$885.4M
Non-Disc.$45.9M
Employees32
Clients0
DateOct 2018
Total AUM$931.3M
Discretionary$885.4M
Non-Disc.$45.9M
Employees32
Clients0
DateSep 2018
Total AUM$931.3M
Discretionary$885.4M
Non-Disc.$45.9M
Employees28
Clients0
DateApr 2018
Total AUM$931.3M
Discretionary$885.4M
Non-Disc.$45.9M
Employees28
Clients0
DateDec 2017
Total AUM$745M
Discretionary$745M
Non-Disc.$0
Employees24
Clients900
DateNov 2017
Total AUM$745M
Discretionary$745M
Non-Disc.$0
Employees24
Clients900
DateMay 2017
Total AUM$745M
Discretionary$745M
Non-Disc.$0
Employees24
Clients900
DateMar 2017
Total AUM$745M
Discretionary$745M
Non-Disc.$0
Employees24
Clients900
DateDec 2016
Total AUM$725.4M
Discretionary$725.4M
Non-Disc.$0
Employees22
Clients900
DateMar 2016
Total AUM$725.4M
Discretionary$725.4M
Non-Disc.$0
Employees23
Clients900
DateDec 2015
Total AUM$699.1M
Discretionary$699.1M
Non-Disc.$0
Employees20
Clients900
DateApr 2015
Total AUM$699.1M
Discretionary$699.1M
Non-Disc.$0
Employees20
Clients900
DateMar 2014
Total AUM$570.3M
Discretionary$570.3M
Non-Disc.$0
Employees16
Clients800
DateMar 2014
Total AUM$570.3M
Discretionary$570.3M
Non-Disc.$0
Employees16
Clients800
DateOct 2013
Total AUM$529.1M
Discretionary$529.1M
Non-Disc.$0
Employees16
Clients800
DateApr 2013
Total AUM$498M
Discretionary$498M
Non-Disc.$0
Employees14
Clients800
DateAug 2012
Total AUM$498.4M
Discretionary$498.4M
Non-Disc.$0
Employees11
Clients800
DateMar 2012
Total AUM$498.4M
Discretionary$498.4M
Non-Disc.$0
Employees11
Clients800
DateSep 2011
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$77M
Discretionary$28.7M
Non-Disc.$48.2M
Employees5
Clients--