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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER / MANAGING MEMBER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER / MANAGING MEMBER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER / MANAGING MEMBER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER / MANAGING MEMBER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER / MANAGING MEMBER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER / MANAGING MEMBER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER / MANAGING MEMBER | NA | Control |
| ATKINSON, JAMES, ALLEN | I | CHIEF OPERATING OFFICER / MANAGING MEMBER | NA | Control |
| BORBIDGE, JACOB, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORBIDGE, JACOB, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORBIDGE, JACOB, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORBIDGE, JACOB, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORBIDGE, JACOB, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORBIDGE, JACOB, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORBIDGE, JACOB, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BORBIDGE, JACOB, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | PARTNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | NA | |
| COVEY, BRADLEY, TRENT | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | NA | |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDICK, HOPE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREETAGE, CHERIE, LYNN | I | DESIGNATED OFFICER | NA | Control |
| PATTERSON, JAMES, LUKE | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| PATTERSON, JAMES, LUKE | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| PATTERSON, JAMES, LUKE | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| PATTERSON, JAMES, LUKE | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| PATTERSON, JAMES, LUKE | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| PATTERSON, JAMES, LUKE | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| PATTERSON, JAMES, LUKE | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| PATTERSON, JAMES, LUKE | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| SNOW, PRESTON, WILLIAM | I | MANAGING MEMBER | NA | Control |
| SNOW, PRESTON, WILLIAM | I | MANAGING MEMBER | NA | Control |
| SNOW, PRESTON, WILLIAM | I | MANAGING MEMBER | NA | Control |
| SNOW, PRESTON, WILLIAM | I | MANAGING MEMBER | NA | Control |
| SNOW, PRESTON, WILLIAM | I | MANAGING MEMBER | NA | Control |
| SNOW, PRESTON, WILLIAM | I | MANAGING MEMBER | NA | Control |
| SNOW, PRESTON, WILLIAM | I | MANAGING MEMBER | NA | Control |
| SNOW, PRESTON, WILLIAM | I | MANAGING MEMBER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| YARBER, MARY, KATHERINE | I | CHIEF ACCOUNTING OFFICER | NA | Control |
| AVIDIAN WEALTH SOLUTIONS, LLC | DE | MEMBER | E | Control |
| AVIDIAN WEALTH SOLUTIONS, LLC | DE | MEMBER | E | Control |
| AVIDIAN WEALTH SOLUTIONS, LLC | DE | MEMBER | E | Control |
| AVIDIAN WEALTH SOLUTIONS, LLC | DE | MEMBER | E | Control |
| AVIDIAN WEALTH SOLUTIONS, LLC | DE | MEMBER | E | Control |
| AVIDIAN WEALTH SOLUTIONS, LLC | DE | MEMBER | E | Control |
| AVIDIAN WEALTH SOLUTIONS, LLC | DE | MEMBER | E | Control |
| AVIDIAN WEALTH SOLUTIONS, LLC | DE | MEMBER | E | Control |
| MERIDIAN MLJ, LLC. | DE | MEMBER OWNER | D | Control |
| MERIDIAN MLJ, LLC. | DE | MEMBER OWNER | D | Control |
| MERIDIAN MLJ, LLC. | DE | MEMBER OWNER | D | Control |
| MERIDIAN MLJ, LLC. | DE | MEMBER OWNER | D | Control |
| MERIDIAN MLJ, LLC. | DE | MEMBER OWNER | D | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER / CHIEF INVESTMENT OFFICER | D | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER / CHIEF INVESTMENT OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER | D | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | D | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | D | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| BLAKE, JAMES, KENNETH | I | MEMBER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER OWNER /CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER OWNER /CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | PARTNER /CEO / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER OWNER /CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER OWNER /CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | C | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER OWNER /CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | PRESIDENT, MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| ROBERTS, LANCE, ERIC | I | MEMBER, CHIEF EXECUTIVE OFFICER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | MEMBER PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| SMITH, MICHAEL, ANTHONY | I | PARTNER / PRESIDENT | C | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| BISHOP, SCOTT, ALLEN | I | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| CATTAN, CY, GARRETT | I | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | B | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER | B | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER | B | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER | B | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER / CHIEF INVESTMENT OFFICER | B | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER | B | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER | B | Control |
| SNOW, PRESTON, WILLIAM | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, WILLIAM | I | MEMBER OWNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, William | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, William | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| SNOW, PRESTON, William | I | PARTNER / EXECUTIVE VICE PRESIDENT | B | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | MEMBER OWNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | MEMBER OWNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | PARTNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | MEMBER OWNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | MEMBER OWNER / CHIEF OPERATING OFFICER | A | Control |
| ATKINSON, JAMES, ALLEN | I | MEMBER OWNER / CHIEF OPERATING OFFICER | A | Control |
| LITTS, GREGORY, JOSEPH | I | MEMBER | A | |
| LITTS, GREGORY, JOSEPH | I | MEMBER | A | |
| LITTS, GREGORY, JOSEPH | I | MEMBER | A | |
| LITTS, GREGORY, JOSEPH | I | MEMBER | A | |
| PATTERSON, JAMES, LUKE | I | MEMBER | A | Control |
| PATTERSON, JAMES, LUKE | I | MEMBER | A | Control |
| STONE ASSET MANAGEMENT, INC | DE | MEMBER OWNER | A | |
| STONE ASSET MANAGEMENT, INC | DE | MEMBER OWNER | A | |
| STONE ASSET MANAGEMENT, INC | DE | MEMBER OWNER | A | |
| STONE ASSET MANAGEMENT, INC | DE | MEMBER OWNER | A | |
| STONE ASSET MANAGEMENT, INC | DE | MEMBER OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ATKINSON, JAMES, ALLEN | I | MERIDIAN MLJ, LLC. | F | Control |
| ATKINSON, JAMES, ALLEN | I | MERIDIAN MLJ, LLC. | F | Control |
| ATKINSON, JAMES, ALLEN | I | MERIDIAN MLJ, LLC. | F | Control |
| ATKINSON, JAMES, ALLEN | I | MERIDIAN MLJ, LLC. | F | Control |
| ATKINSON, JAMES, ALLEN | I | MERIDIAN MLJ, LLC. | F | Control |
| ATKINSON, JAMES, ALLEN | I | MERIDIAN MLJ, LLC | F | Control |
| ATKINSON, JAMES, ALLEN | I | MERIDIAN MLJ, LLC | F | Control |
| COVEY, BRADLEY, TRENT | I | AVIDIAN WEALTH SOLUTIONS, LLC | F | |
| COVEY, BRADLEY, TRENT | I | AVIDIAN WEALTH SOLUTIONS, LLC | F | |
| LITTS, GREGORY, JOSEPH | I | AVIDIAN WEALTH SOLUTIONS, LLC | F | |
| LITTS, GREGORY, JOSEPH | I | AVIDIAN WEALTH SOLUTIONS, LLC | F | |
| SMITH, MICHAEL, ANTHONY | I | MERIDIAN MLJ, LLC. | F | Control |
| SMITH, MICHAEL, ANTHONY | I | MERIDIAN MLJ, LLC. | F | Control |
| SMITH, MICHAEL, ANTHONY | I | MERIDIAN MLJ, LLC. | F | Control |
| SMITH, MICHAEL, ANTHONY | I | MERIDIAN MLJ, LLC. | F | Control |
| SMITH, MICHAEL, ANTHONY | I | MERIDIAN MLJ, LLC. | F | Control |
| SMITH, MICHAEL, ANTHONY | I | MERIDIAN MLJ, LLC | F | |
| SMITH, MICHAEL, ANTHONY | I | MERIDIAN MLJ, LLC | F | |
| SNOW, PRESTON, WILLIAM | I | AVIDIAN WEALTH SOLUTIONS, LLC | F | Control |
| SNOW, PRESTON, WILLIAM | I | AVIDIAN WEALTH SOLUTIONS, LLC | F | Control |
| STONE ASSET MANAGEMENT, LLC | DE | AVIDIAN WEALTH SOLUTIONS, LLC | F | |
| STONE ASSET MANAGEMENT, LLC | DE | AVIDIAN WEALTH SOLUTIONS, LLC | F | |
| STONE, WILLIAM, MORGAN | I | STONE ASSET MANAGEMENT, INC | F | |
| STONE, WILLIAM, MORGAN | I | STONE ASSET MANAGEMENT, INC | F | |
| STONE, WILLIAM, MORGAN | I | STONE ASSET MANAGEMENT, INC | F | |
| STONE, WILLIAM, MORGAN | I | STONE ASSET MANAGEMENT, INC | F | |
| STONE, WILLIAM, MORGAN | I | STONE ASSET MANAGEMENT, INC | F | |
| STONE, WILLIAM, MORGAN | I | STONE ASSET MANAGEMENT, LLC | F | |
| STONE, WILLIAM, MORGAN | I | STONE ASSET MANAGEMENT, LLC | F | |
| MERIDIAN MLJ, LLC | DE | AVIDIAN WEALTH SOLUTIONS, LLC | D | |
| MERIDIAN MLJ, LLC | DE | AVIDIAN WEALTH SOLUTIONS, LLC | D | |
| PATTERSON, JAMES, LUKE | I | MERIDIAN MLJ, LLC. | C | Control |
| PATTERSON, JAMES, LUKE | I | MERIDIAN MLJ, LLC. | C | Control |
| PATTERSON, JAMES, LUKE | I | MERIDIAN MLJ, LLC. | C | Control |
| PATTERSON, JAMES, LUKE | I | MERIDIAN MLJ, LLC. | C | Control |
| PATTERSON, JAMES, LUKE | I | MERIDIAN MLJ, LLC. | C | Control |
| PATTERSON, JAMES, LUKE | I | MERIDIAN MLJ, LLC | C | Control |
| PATTERSON, JAMES, LUKE | I | MERIDIAN MLJ, LLC | C | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (32)
AL AZ CA CO CT DC FL GA IL IN KS LA MA MD MI MN MO MS NC NH NJ NM NY OH OK OR PA SC TN TX VA WA
Address
800 TOWN & COUNTRY BLVDSTE 410 AND STE 220
HOUSTON, TX 77024
United States
Phone: 281-822-8800