Avidian Wealth Enterprises, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 127186
· SEC file 801-64386
· Houston, TX
· WWW.YOUTUBE.COM
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ADV data as of Jun 09, 2026
- Regulatory AUM
- $4.8B
- Discretionary
- $4.6B
- Clients
- 1,895
- Avg AUM / client
- $2.5M
- Accounts
- 7,256
- Employees
- 59
AUM over time
$498M
$4.8B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 786 | $285M | 5.99% |
| High net worth individuals | 1,080 | $4.3B | 91.3% |
| Pooled investment vehicles (non-investment companies) | 5 | $16.2M | 0.34% |
| Pension and profit sharing plans | 12 | $73.4M | 1.54% |
| Charitable organizations | 3 | $27.6M | 0.58% |
| State or municipal government entities | 0 | — | — |
| Other investment advisers | 0 | — | — |
| Insurance companies | 0 | — | — |
| Sovereign wealth funds and foreign official institutions | 0 | — | — |
| Corporations and other businesses | 9 | $14.2M | 0.3% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $9.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sta Real Estate Fund 1, Lp | Real Estate Fund | Texas | $7.0M | 50 |
| Black Swan Opprtunity Fund Llc Global Multi Asset Qp | Hedge Fund | Delaware | $1.1M | 20 |
| The Streettalk Advisors Premier Fund Lp | Other Private Fund | Delaware | $811K | 99 |
| Black Swan Opportunity Fund Long Term Savings (Ai) Series | Private Equity Fund | Delaware | $74.4K | 29 |
| Black Swan Opportunity Fund Global Multi Asset (Ai) Series | Private Equity Fund | Delaware | $69.1K | 27 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| King & Spalding Llp Profit Sharing 401(k) Plan King & Spalding Llp | 2024 | |
| Houston Pilots 401(k) Plan Houston Pilots | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (44)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Anthony Smith | Member / Meridian Mlj, Llc | Jun 2003 (23y) | GP / trustee / elected manager of Meridian Mlj, Llc (indirect) | |
| James Luke Patterson | Chief Executive Officer / Managing Member | Sep 2010 (16y) | ≈ 9.38% – 37.5% via Meridian Mlj, Llc | |
| Edick, Hope, Marie | Chief Compliance Officer | Aug 2011 (15y) | Less than 5% | |
| Yarber, Mary, Katherine | Chief Accounting Officer | Jan 2018 (9y) | Less than 5% | |
| Bradley Trent Covey | Member / Avidian Wealth Solutions, Llc | CFP | Oct 2018 (8y) | GP / trustee / elected manager of Avidian Wealth Solutions, Llc (indirect) |
| Preston William Snow | Managing Member | CFP | Oct 2018 (8y) | Less than 5% |
| James Allen Atkinson | Chief Operating Officer / Managing Member | Feb 2019 (8y) | Less than 5% | |
| Gregory Joseph Litts | Member / Avidian Wealth Solutions, Llc | Jan 2023 (4y) | GP / trustee / elected manager of Avidian Wealth Solutions, Llc (indirect) | |
| William Morgan Stone | Owner / Stone Asset Management, Llc | CFP | Jan 2023 (4y) | GP / trustee / elected manager of Stone Asset Management, Llc (indirect) |
| Jacob Matthew Borbidge | Chief Investment Officer | CFA | Nov 2023 (3y) | Less than 5% |
| Karl Eugene Krueger | Registered representative | Apr 2015 (11y) | ||
| Carter Cleveland Blackburn | Registered representative | Sep 2017 (9y) | ||
| Nan Lu | Registered representative | Sep 2017 (9y) | ||
| Christopher Austin Roberts | Registered representative | Jun 2018 (8y) | ||
| Oanh Kim Ton | Registered representative | Nov 2018 (8y) | ||
| Robin Wun Hsiung Chan | Registered representative | Apr 2019 (7y) | ||
| Travis Lee Oglesby | Registered representative | Jun 2019 (7y) | ||
| David Celso Gonzalez | Registered representative | Oct 2019 (7y) | ||
| David Michael Lee | Registered representative | CFP | Jan 2020 (7y) | |
| Kevin Alan Lenox | Registered representative | CFP CFA | Jun 2020 (6y) | |
| James Casey Hodges | Registered representative | Jul 2020 (6y) | ||
| Michael Zdenek | Registered representative | CFP | Apr 2021 (5y) | |
| Clayton Bryant Moyer | Registered representative | CFP | Oct 2021 (5y) | |
| Jeff Daniel Manwaring | Registered representative | CFP | Oct 2021 (5y) | |
| Gan Li | Registered representative | Mar 2022 (4y) | ||
| James Griffin Mcginness | Registered representative | Nov 2022 (4y) | ||
| Antonio Jose Tovar | Registered representative | CFP | Jan 2023 (4y) | |
| Nicolas Johann Knapik | Registered representative | Jan 2023 (4y) | ||
| Thomas Lawrence Brown | Registered representative | Jan 2023 (4y) | ||
| Taylor Kay Motsinger | Registered representative | Jan 2023 (4y) | ||
| Matthew L Lankford | Registered representative | Jan 2023 (4y) | ||
| Shaheen Ladhani | Registered representative | Dec 2023 (3y) | ||
| Jenny Gipson Fleming | Registered representative | CFP Personal Financial Specialist | May 2024 (2y) | |
| Laura Beth Vollrath | Registered representative | CFP | May 2024 (2y) | |
| Roberto Arenivas | Registered representative | CFP | Aug 2024 (2y) | |
| Andrei Phillippe Costas | Registered representative | Nov 2024 (2y) | ||
| Benjamin Joseph Le Boeuf | Registered representative | Mar 2025 (1y) | ||
| Lionel Kiki | Registered representative | Jan 2026 (1y) | ||
| Sheri Eddings Robinson | Registered representative | CFP | Jan 2026 (1y) | |
| Troy Wayne Taylor | Registered representative | CFP | Jan 2026 (1y) | |
| Christopher Hanley Russell | Registered representative | Feb 2026 (0y) | ||
| Melissa Ausman Barkley | Registered representative | CFP | Feb 2026 (0y) | |
| Reid Pratt Guthrie | Registered representative | CFP | Mar 2026 (0y) | |
| Mindy Maria Abraham | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Avidian Wealth Solutions, Llc | Member | Jul 2024 | A | 75% or more |
| Meridian Mlj, Llc | Member / Avidian Wealth Solutions, Llc | Dec 2019 | B | ≈ 37.5% – 75% via Avidian Wealth Solutions, Llc |
| Stone Asset Management, Llc | Member / Avidian Wealth Solutions, Llc | Jan 2023 | B | GP / trustee / elected manager of Avidian Wealth Solutions, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Luke Patterson: 25% – 50% of Meridian Mlj, Llc × 50% – 75% of Avidian Wealth Solutions, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Meridian Mlj, Llc: 50% – 75% of Avidian Wealth Solutions, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $9.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sta Real Estate Fund 1, Lp | Real Estate Fund | $7.0M | $50.0K | 50 |
| Black Swan Opprtunity Fund Llc Global Multi Asset Qp | Hedge Fund | $1.1M | $250K | 20 |
| The Streettalk Advisors Premier Fund Lp | Other Private Fund | $811K | $250K | 99 |
| Black Swan Opportunity Fund Long Term Savings (Ai) Series | Private Equity Fund | $74.4K | $250K | 29 |
| Black Swan Opportunity Fund Global Multi Asset (Ai) Series | Private Equity Fund | $69.1K | $250K | 27 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| King & Spalding Llp Profit Sharing 401(k) Plan | King & Spalding Llp | 2,071 | $1.3B | 01/01/2024 |
| Houston Pilots 401(k) Plan | Houston Pilots | 142 | $137M | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 2.52 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • MGMT OF POOLED INVESTMENT VEHICLES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Distributors Company Llc $3.1B (66% of AUM) Jun 2026
- Charles Schwab & Co. $665M (14% of AUM) Jun 2026
- Millennium Trust Company, Llc $252M (7% of AUM) Mar 2024
- Inspira Financial (F/K/A Millenium Trust) $94.3M (2% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗