Avidian Wealth Solutions

Avidian Wealth Solutions advises individuals, high‑net‑worth families, and a range of institutional clients — including pension and profit‑sharing plans and pooled investment vehicles — offering discretionary portfolio management, financial planning, and retirement‑plan fiduciary and consulting services. The firm charges percentage‑of‑AUM fees for managed accounts and continues to maintain legacy wrap fee arrangements for grandfathered clients.

Avidian primarily implements client strategies through discretionary managed models overseen by an investment committee, aggregates accounts for model allocation, and uses third‑party custodians and financial‑planning software (eMoney and MoneyGuidePro) to support reporting and review. It also engages sub‑advisors and independent managers and will tailor restrictions or non‑discretionary arrangements when clients request them.

Compared with many multi‑team firms, Avidian has a more active role in pooled and private funds: it sponsors and manages the STA Real Estate Fund I, LP, provides sub‑advisory services to Gridline‑sponsored funds (receiving sponsor compensation), and includes private fund positions in AUM calculations. The firm is also notable for its affiliated insurance business (Avidian Insurance Agency), access to fee‑based annuity platforms, relationships that support financial‑institution consulting (e.g., Mutual One), and certain supervised persons who perform CPA and other outside professional services.