Avidian Wealth Enterprises, LLC
● SEC registered since 2005CRD 127186SEC# 801-64386Houston, TX
Ranks #1,375 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$4.76B
Fund GAV
$28.4M
Private funds
7
Employees
59
Accounts
7,256
Location
Houston, TX
Avidian Wealth Enterprises, LLC assets under management
Avidian Wealth Enterprises, LLC operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2005. It reports $4.8 billion in regulatory assets under management and employs 59 people. Avidian Wealth Enterprises, LLC manages 7 private funds with combined gross assets of $28.4 million, including Avidian Asto Consumer Fund I, LP. By regulatory assets, it ranks 1,375 of 6,030 private fund managers.
Avidian Wealth Enterprises, LLC private funds
7 funds · $28.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Avidian Asto Consumer Fund I, LP | Other Private | $13.8M | $50K |
| Sta Real Estate Fund 1, LP | Real Estate | $6.9M | $50K |
| Avidian Hilltop Growth Fund I, LP | Other Private | $6.1M | $50K |
| Black Swan Opprtunity Fund LLC - Global Multi-Asset Qp | Hedge | $851K | $250K |
| The Streettalk Advisors Premier Fund LP | Other Private | $626K | $250K |
| Black Swan Opportunity Fund - Long Term Savings (ai) Series | Private Equity | $36K | $250K |
| Black Swan Opportunity Fund - Global Multi-Asset (ai) Series | Private Equity | $33K | $250K |
Avidian Wealth Enterprises, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avidian Wealth Solutions, LLC Control | Member | Over 75% | 2024 |
| Hope Marie Edick Control | Chief Compliance Officer | Under 5% | 2011 |
| Jacob Matthew Borbidge Control | Chief Investment Officer | Under 5% | 2024 |
| James Allen Atkinson Control | Chief Operating Officer / Managing Member | Under 5% | 2019 |
| James Luke Patterson Control | Chief Executive Officer / Managing Member | Under 5% | 2010 |
| Mary Katherine Yarber Control | Chief Accounting Officer | Under 5% | 2018 |
| Preston William Snow Control | Managing Member | Under 5% | 2020 |
| Bradley Trent Covey | Member / Avidian Wealth Solutions, Llc | — | 2020 |
| Gregory Joseph Litts | Member / Avidian Wealth Solutions, Llc | — | 2023 |
| James Allen Atkinson Control | Member / Meridian Mlj, Llc | — | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Avidian Wealth Enterprises, LLC manage?
Avidian Wealth Enterprises, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Avidian Wealth Enterprises, LLC manage?
Avidian Wealth Enterprises, LLC manages 7 private funds with combined gross assets of $28.4 million.
How many employees does Avidian Wealth Enterprises, LLC have?
Avidian Wealth Enterprises, LLC reports 59 employees.
Where is Avidian Wealth Enterprises, LLC located?
Avidian Wealth Enterprises, LLC is based in Houston, TX and has been SEC-registered since 2005.
Does Avidian Wealth Enterprises, LLC disclose fund performance?
Avidian Wealth Enterprises, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Town & Country Blvd, Ste 220, Houston, TX 77024 |
| Phone | 281-822-8800 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.76B▲ 53%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
AUM vs fund managersTop 23%
Larger than 77% of 6,030 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 11%
More than 89% of 16,824 advisers
Assets under management
$4.76Bregulatory AUM
Discretionary $4.58BNon-discretionary $183.8M
Fund type mix
Other Private3
Private Equity2
Real Estate1
Hedge1
Service providers
Auditor
Administrator