LeadIQ logo
Learn more at LeadIQ.com
Avidian Wealth Solutions logo

Avidian Wealth Solutions Employee Directory

Financial ServicesTexas, United States51-200 Employees

Avidian Wealth Solutions operates in the financial services sector as a team of independent fiduciaries. It provides financial planning, investment management, and insurance solutions, aiming to minimize risk through strategic planning and trend awareness. Core values of trust, credibility, and transparency guide its approach to serving clients with unique needs and challenges.

The company is based in Houston, Texas, and positions itself as a mid-sized advisory practice. Avidian is registered as an investment adviser and serves clients through a suite of planning, investment, and insurance services. In May 2024, the firm announced an acquisition of a wealth management firm, signaling expansion of its advisory capabilities.

Find Avidian Wealth Solutions employees' phone numbers or email addresses

Avidian Wealth Solutions Global Highlights

Location
Employees

North America
79

Minus sign iconPlus sign icon
  • United States Of America
    79

Avidian Wealth Solutions's Leadership

  • Stylized image of a person
    H. E.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. Y.
    Chief Accounting Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. M.
    Founder And Private Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    Sr. Wealth Advisor / Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Cfp Sr. Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Senior Director Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Director, Internal Communications
    Phone icon
    Mobile Phone

Avidian Wealth Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Finance
  • Information Technology
  • Other

Contact profiles from Avidian Wealth Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. E.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    B. C.
    Sr. Wealth Advisor / Partner
    Phone icon
    Mobile Phone
    May 31, 2026
  • Stylized image of a person
    K. Y.
    Chief Accounting Officer
    Phone icon
    Mobile Phone
    Jul 20, 2026
  • Stylized image of a person
    M. S.
    President
    Phone icon
    Mobile Phone
    May 13, 2026
  • Stylized image of a person
    W. M.
    Founder And Private Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. L.
    Cfp Sr. Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. C.
    Senior Director Of Wealth Management
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. G.
    Director, Internal Communications
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. B.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    W. G.
    Portfolio Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Avidian Wealth Solutions known for?

Minus sign iconPlus sign iconAvidian Wealth Solutions was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-281-822-****
. Explore Avidian Wealth Solutions's company overview page for more information.

What is Avidian Wealth Solutions's most common email format?

Minus sign iconPlus sign iconAvidian Wealth Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Avidian Wealth Solutions email formats with LeadIQ.

How many employees does Avidian Wealth Solutions have currently?

Minus sign iconPlus sign iconAvidian Wealth Solutions has approximately 60 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Avidian Wealth Solutions's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Avidian Wealth Solutions's key employees include:

  • Chief Compliance Officer: H. E.
  • Chief Accounting Officer: K. Y.
  • President: M. S.
  • Founder And Private Wealth Advisor: W. M.
  • Sr. Wealth Advisor / Partner: B. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.