Following their expansion into the Austin market, the independent wealth management firm added $200 million to their assets under management.
HOUSTON, March 28, 2023 /PRNewswire-PRWeb/ -- Avidian Wealth Solutions, an independent registered advisor with offices in Houston, Sugar Land, and Austin, recently grew their total assets under management to more than $4 billion.
"Our growth and ambitious vision tie directly back to our mission to make a positive impact in the lives of the families we serve. We owe our continued success not only to our incredible team but also to these remarkable people who entrust us to optimize their financial lives," says Avidian CEO Luke Patterson of the firm's latest achievement.
The growth in AUM is just the latest accomplishment in what has already been a noteworthy quarter for Avidian. Prior to their high-profile partnership with Stone Wealth Management, Avidian also partnered with RJ Capital in Houston, Texas in December 2022.
"Our recent growth and expansion spring directly from the service-driven foundation we've built over the past 20 years. We're incredibly proud of this new milestone, but we're more excited about the growth that's still to come," says Avidian Chief Operating Officer Jim Atkinson.
Moving forward, Avidian will stay committed to expanding the scope of their services, as well as helping more individuals and families consolidate, coordinate, and protect their financial lives.
ABOUT AVIDIAN WEALTH SOLUTIONS
Avidian Wealth Solutions is a Houston-based team of independent fiduciaries who are committed to meeting the unique needs and challenges of our clients. With a comprehensive and evolving suite of services including but not limited to financial planning, investment management, and insurance solutions, we strive to minimize risk through all aspects of our business, by understanding trends and planning strategically — while consistently maintaining our core values of trust, credibility, and transparency. For more information, visit Avidianwealth.com or find us on LinkedIn and YouTube.
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For more information, please contact Justin King at 281-822-8802 or email [email protected].
Media Contact
Justin King, Avidian, 1 7138946520, [email protected]
SOURCE Avidian
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