SourcingSourcing

AVIDIAN WEALTH ENTERPRISES, LLC

C22
CRD 127186·SEC 801-64386·HOUSTON, TX
AUM
$4.76B
$1B+
Est. Revenue
$47.6M
@ 1% on AUM
Est. EBITDA
$14.3M
@ 30% margin
Est. Deal Value
$114.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVIDIAN WEALTH ENTERPRISES, LLC
CRD
127186
SEC file #
801-64386
EIN
061667250
DBA names
Avidian Wealth Solutions

Economics

AUM
$4.76B
AUM band
$1B+
AUM trajectory
'20'26
$1.29B → $4.76B▲ +269%
Client mix
Individuals High Net Worth1,080
Individuals Other786
Pension Profit Sharing Plans12
Corporations9
Pooled Investment Vehicles5

Operations

Employees (total)
59
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
15 advisors → 36 advisors▲ +140%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachsmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
avidianwealth.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AVIDIAN WEALTH SOLUTIONS, LLC
Top Owner Pct
87.5
Owner Count
7
Control Persons
AVIDIAN WEALTH SOLUTIONS, LLC
ATKINSON, JAMES, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AVIDIANWEALTH.COM
Rdap Domain Creation Date
2020-08-17T19:14:11Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
61,450
Form 5500 Compensation Trajectory 3y
202561,450
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
61,450
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001471474
Edgar Registered
Yes
Edgar Filing Count
53
Edgar First Filing Date
2014-02-18
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
51
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001471474-26-000005
Edgar Former Names
Avidian Wealth Solutions, LLC
STA Wealth Management, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
44
Bc Firm IAR Count
44
Custodian Candidates
Window
Goldman Sachs1
Full
Charles Schwab6
Millennium Trust6
E*trade4
Fidelity2
Goldman Sachs1
Edgar Addresses
Mailing
ONE CITYCENTRE, 800 TOWN & COUNTRY BLVD.SUITE 220HOUSTON, TX 77024
Business
ONE CITYCENTRE, 800 TOWN & COUNTRY BLVD.SUITE 220HOUSTON, TX 77024
Edgar EIN
061667250
Edgar Recent Filings
13F-HR2026-05-07 · 0001471474-26-000005
13F-HR2026-02-02 · 0002085853-26-000161
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-17T19:14:11Z
Rdap Domain Last Changed
2025-08-18T18:46:49Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (46)

46
JACOB MATTHEW BORBIDGE
IAR · Executive Officer · 2.5%
4240995
JAMES LUKE PATTERSON
IAR · Executive Officer · 2.5%
2702156
JAMES ALLEN ATKINSON
IAR · Executive Officer · 2.5%
2339222
PRESTON WILLIAM SNOW
IAR · Executive Officer · 2.5%
4600344
EDICK, HOPE, MARIE
Executive Officer · 2.5%
4388923
YARBER, MARY, KATHERINE
Executive Officer · 2.5%
3137582
LAURA BETH VOLLRATH
IAR
5714480
GREGORY JOSEPH LITTS
IAR
2349612
Carter Cleveland Blackburn
IAR
6792654
WILLIAM MORGAN STONE
IAR
4828259
CLAYTON BRYANT MOYER
IAR
5525457
Taylor Kay Motsinger
IAR
7497927
JEFF DANIEL MANWARING
IAR
5525100
DAVID MATTHEW THAILING
IAR
2302688
THOMAS LAWRENCE BROWN
IAR
5840720
DAVID MICHAEL LEE
IAR
4491042
Christopher Austin Roberts
IAR
6634180
TRAVIS LEE OGLESBY
IAR
4133270
Nan Lu
IAR
6846361
ANDREI PHILLIPPE COSTAS
IAR
6293251
MICHAEL ANTHONY SMITH
IAR
3128757
JOSHUA WILLIAM PATTERSON
IAR
3077302
ANTONIO JOSE TOVAR
IAR
7145967
DAVID CELSO GONZALEZ
IAR
4921336
SHAHEEN LADHANI
IAR
5920347
JAMES CASEY HODGES
IAR
2765025
KEVIN ALAN LENOX
IAR
2006357
OANH KIM TON
IAR
2692437
BRADLEY TRENT COVEY
IAR
2758177
Michael Zdenek
IAR
5829356
MATTHEW L LANKFORD
IAR
4628305
KARL EUGENE KRUEGER
IAR
2566787
Robin Wun-Hsiung Chan
IAR
5440667
NICOLAS JOHANN KNAPIK
IAR
2917447
SHERI EDDINGS ROBINSON
IAR
4622029
JENNY GIPSON FLEMING
IAR
5149037
JAMES GRIFFIN MCGINNESS
IAR
5720734
ROBERTO ARENIVAS
IAR
6794035
Gan Li
IAR
7435677
CHRISTOPHER HANLEY RUSSELL
IAR
5012084
REID PRATT GUTHRIE
IAR
6490819
TROY WAYNE TAYLOR
IAR
2857707
MELISSA AUSMAN BARKLEY
IAR
5361505
Mindy Maria Abraham
IAR
8262178
LIONEL KIKI
IAR
7151970
Benjamin Joseph LeBoeuf
IAR
7840996