Avidian Wealth Solutions

Asset Manager SEC-registered adviser

Legal name: Avidian Wealth Enterprises, LLC

Houston, TX Website

AUM

$4.8B
Regulatory AUM

Private funds

7
Other 3 · Private Equity 2 · Hedge Fund 1 · Real Estate 1

Private fund assets

$8.4M
Gross asset value

Employees

59

Last Form D raise

Nov 2024
Most recent fund filing

From SEC Form ADV filing (filed Jun 9, 2026). View on SEC

People(8)

Owners and executive officers named on the firm's SEC Form ADV.

B
Member / Avidian Wealth Solutions, LLC, Avidian Wealth Solutions
G
Member / Avidian Wealth Solutions, LLC, Avidian Wealth Solutions
J
Chief Investment Officer
J
Chief Operating Officer / Managing Member
J
Chief Executive Officer / Managing Member
M
Member / Meridian Mlj, LLC, Meridian Mlj
W
Owner / Stone Asset Management, LLC, Stone Asset Management

Funds(7)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Avidian Hilltop Growth Fund I, LPOther$6.1M$5.5M12Nov 2024Cool
Avidian Asto Consumer Fund I, LPOther$13.8M$13.0M42Sep 2024Cold
Sta Real Estate Fund 1, LPReal Estate$6.9M$5.8M20Jan 2016Cold
Black Swan Opportunity Fund - Long Term Savings (AI) SeriesPrivate Equity$36K$5.8M20Jan 2016Cold
Black Swan Opprtunity Fund LLC - Global Multi-Asset QpHedge Fund$851K———
The Streettalk Advisors Premier Fund LPOther$626K———
Black Swan Opportunity Fund - Global Multi-Asset (AI) SeriesPrivate Equity$33K———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
127186
SEC file number
801-64386

Sources