Avidian Wealth Enterprises provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 7 private funds.
Avidian Wealth Enterprises reports 1,895 clients. They include 1,080 high-net-worth individuals, 786 individual clients, and 12 pension and profit-sharing plans. Of its assets, 96.1% ($4.58B across 7,240 accounts) are managed with discretion; $184M across 16 accounts are not. A wrap fee program the firm both sponsors and manages holds $801M. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 6% |
| High-net-worth individuals | 57% | 91% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 786 | $285M | 6.0% | $363K |
| High-net-worth individuals | 1,080 | $4.35B | 91.3% | $4.03M |
| Pooled investment vehicles | 5 | $16.2M | 0.3% | $3.25M |
| Pension and profit-sharing plans | 12 | $73.4M | 1.5% | $6.11M |
| Charitable organizations | Fewer than 5 | $27.6M | 0.6% | $9.21M |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 9 | $14.2M | 0.3% | $1.58M |
| Total | 1,895 | $4.76B | 100% | — |
- Clients
- 786
- Regulatory AUM
- $285M
- AUM share
- 6.0%
- Avg. per client
- $363K
- Clients
- 1,080
- Regulatory AUM
- $4.35B
- AUM share
- 91.3%
- Avg. per client
- $4.03M
- Clients
- 5
- Regulatory AUM
- $16.2M
- AUM share
- 0.3%
- Avg. per client
- $3.25M
- Clients
- 12
- Regulatory AUM
- $73.4M
- AUM share
- 1.5%
- Avg. per client
- $6.11M
- Clients
- Fewer than 5
- Regulatory AUM
- $27.6M
- AUM share
- 0.6%
- Avg. per client
- $9.21M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $14.2M
- AUM share
- 0.3%
- Avg. per client
- $1.58M
Total
- Clients
- 1,895
- Regulatory AUM
- $4.76B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 7
- Financial planning clients last fiscal year
- 101–250
Avidian Wealth Enterprises charges up to 1.50% a year for its Managed accounts. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone planning and non-investment consulting is negotiable, generally a fixed fee or $150 to $500 an hour.
Avidian Wealth Solutions, LLC owns 75% or more of Avidian Wealth Enterprises and is in turn owned by Meridian MLJ, LLC (50–75%). James Patterson is CEO; the leadership team includes Chief Investment Officer Jacob Borbidge, Chief Operating Officer James Atkinson and Chief Compliance Officer Hope Edick. It has 59 employees, 36 of them in advisory roles.
Leadership
- James PattersonChief Executive Officer / Managing Member
- James AtkinsonChief Operating Officer / Managing Member
- Hope EdickChief Compliance Officer
- Jacob BorbidgeChief Investment Officer
- Preston SnowManaging Member
- Mary YarberChief Accounting Officer
Investment adviser representatives
43 representatives listed in the SEC register as of 9 October 2026.
- Mindy Maria Abraham
- Roberto Arenivas
- James Allen Atkinson
- Melissa Ausman Barkley
- Carter Cleveland Blackburn
- Jacob Matthew Borbidge
- Thomas Lawrence Brown
- Robin Wun-Hsiung Chan
- Andrei Phillippe Costas
- Bradley Trent Covey
- Jenny Gipson Fleming
- David Celso Gonzalez
- Reid Pratt Guthrie
- James Casey Hodges
- Lionel Kiki
- Nicolas Johann Knapik
- Karl Eugene Krueger
- Michael Charles Kuznicki
- Shaheen Ladhani
- Matthew L Lankford
- Benjamin Joseph LeBoeuf
- David Michael Lee
- Kevin Alan Lenox
- Gregory Joseph Litts
- Nan Lu
- Jeff Daniel Manwaring
- James Griffin McGinness
- Taylor Kay Motsinger
- Clayton Bryant Moyer
- Travis Lee Oglesby
- James Luke Patterson
- Marisa Ponti Miss
- Christopher Austin Roberts
- Sheri Eddings Robinson
- Christopher Hanley Russell
- Michael Anthony Smith
- Preston William Snow
- William Morgan Stone
- Troy Wayne Taylor
- Oanh Kim Ton
- Antonio Jose Tovar
- Laura Beth Vollrath
- Michael Zdenek
Staff
- 59 employees
- 36 in advisory functions
- 42 state-registered reps
- 2 broker-dealer reps
- 17 insurance agents
- 1 soliciting firm
- Owns 75% or more of Avidian Wealth Enterprises, LLC
Avidian Wealth Solutions, LLC
Control person · since July 2024
- Owns 50% to 75% of Avidian Wealth Solutions, LLC
Meridian MLJ, LLC
since December 2019
- Owns 25% to 50% of Meridian MLJ, LLC
James Patterson
Control person · since December 2019
Michael Smith
Member / meridian mlj, llc · since December 2019
James Atkinson
Member / meridian mlj, llc · Control person · since December 2019
Stone Asset Management, LLC
Member / avidian wealth solutions, llc · since January 2023
William Stone
Owner / stone asset management, llc · since January 2023
Preston Snow
Member / avidian wealth solutions, llc · Control person · since January 2020
Gregory Litts
Member / avidian wealth solutions, llc · since January 2023
Bradley Covey
Member / avidian wealth solutions, llc · since January 2020
Avidian Wealth Enterprises’ regulatory assets grew 1.8× from $2.61B (July 2021) to $4.76B (June 2026); clients rose from 1,539 to 1,895 and employees from 49 to 59.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $4.76B | 1,895 | 59 | 5 |
| July 2025 | $3.99B | 1,873 | 51 | 5 |
| July 2024 | $3.11B | 1,831 | 51 | 5 |
| March 2023 | $3.67B | 1,796 | 66 | 4 |
| July 2022 | $3.46B | 1,718 | 52 | 3 |
| July 2021 | $2.61B | 1,539 | 49 | 3 |
Besides its headquarters, Avidian Wealth Enterprises has 4 offices, with 5 listed addresses in Texas.
Texas · 5 listed addresses
- 800 Town & Country BLVD, Ste 220, HoustonHQ
- 13131 Dairy Ashford, Sugar Land
- 21 Waterway Ave, The Woodlands
- 3103 Bee Caves RD, Austin
- 227 North Loop 1604 East, Suite 150, San Antonio
Other business names
Avidian Wealth Enterprises has reported 1 other business name to the SEC.
- Avidian Wealth Solutions
Contact and registration details
- Legal name
- Avidian Wealth Enterprises, LLC
- Headquarters
- 800 Town & Country BLVD, Ste 220, Houston, TX 77024
- Website
- avidianwealth.com
- Phone
- 281-822-8800
- @avidian-wealth
- SEC file
- 801-64386
- Structure
- Texas LLC
- Fiscal year end
- December
Avidian Wealth Enterprises uses Fidelity ($3.15B, 83%) and Charles Schwab ($665M, 17%) as custodians for its separately managed accounts. Avidian Wealth Enterprises has custody of $8.5M in client assets for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $665M17%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $3.15B83%
At year end, Avidian Wealth Enterprises’ separately managed accounts were mostly in funds (64%) and stocks (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.62B across 739 positions; the largest are iShares TR (14.5%), iShares TR (4.8%) and iShares TR (3.2%).
What the accounts hold
- Stocks14%
- Funds64%
- Registered funds60%
- Pooled vehicles4%
- Bonds12%
- State and local bonds6%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- Cash8%
- Other2%
- Fee based annuities, 5292%
Reported 13F holdings
- $3.62B
- Reported 13F value
- 739
- Positions
- 38.9%
- In the 10 largest
- +14.4%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF14.5%
- iShares TR · Core MSCI Eafe4.8%
- iShares TR · Core S&P Mcp ETF3.2%
- iShares Inc. · MSCI Emrg Chn3.0%
- Nvidia Corporation2.8%
- iShares TR · Usd Inv Grde ETF2.5%
- SPDR Series Trust · ST Str P500etf2.4%
- J P Morgan Exchange Traded F · US Value Factr2.0%
- J P Morgan Exchange Traded F · US Qualty Fctr2.0%
- iShares TR · Rus 1000 Grw ETF1.7%
Together, the ten largest are 38.9% of reported value.
How many clients does Avidian Wealth Enterprises have?
Avidian Wealth Enterprises has 1,895 clients and manages $4.76 billion for them, as of June 2026. They include 1,080 high-net-worth individuals, 786 individual clients, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does Avidian Wealth Enterprises offer?
Avidian Wealth Enterprises provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Avidian Wealth Enterprises charge?
Avidian Wealth Enterprises charges up to 1.50% a year for its Managed accounts. The fee is billed in arrears and is negotiable.
Source: AVIDIAN WEALTH SOLUTIONS DISCLOSURE BROCHURE, filed 9 June 2026
Which custodians does Avidian Wealth Enterprises use?
Avidian Wealth Enterprises’ separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $3.15B and Charles Schwab & Co., Inc. (San Francisco, CA), with $665M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026
How many financial advisors does Avidian Wealth Enterprises have?
Avidian Wealth Enterprises has 42 investment adviser representatives registered with state securities authorities, out of 59 employees, and 36 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 17 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Avidian Wealth Enterprises invest in?
At the end of its last fiscal year, Avidian Wealth Enterprises’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 8% cash and equivalents, 6% state and local bonds, 4% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 3% investment grade corporate bonds and 2% other. The 2% other category is described as: Fee Based Annuities, 529. It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Avidian Wealth Enterprises?
Avidian Wealth Enterprises is owned through a chain of holding companies by James Patterson. Its direct owner is Avidian Wealth Solutions, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does Avidian Wealth Enterprises get paid?
Avidian Wealth Enterprises is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Avidian Wealth Enterprises registered with the SEC?
Yes, Avidian Wealth Enterprises has been registered with the SEC as an investment adviser since 19 May 2005. Its CRD number is 127186 and its SEC file number is 801-64386.
Source: Form ADV Part 1A, Item 1, filed 9 June 2026; IAPD firm record
How do I contact Avidian Wealth Enterprises?
Avidian Wealth Enterprises’ main office is at 800 Town & Country BLVD, Ste 220, Houston, TX 77024. Its phone number is 281-822-8800. Its website is avidianwealth.com.