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AVIDIAN WEALTH SOLUTIONS

HOUSTON, TX · CRD 127186 · IAPD ↗ · avidianwealth.com · 281-822-8800

$4.76BRegulatory AUM
36Advisory reps
59Employees
3Clients
101-250Planning clients
7Private funds
23States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — AVIDIAN WEALTH SOLUTIONS changed its website from retirementsurvivalguide.com to avidianwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2026 — AVIDIAN WEALTH SOLUTIONS notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2026 — AVIDIAN WEALTH SOLUTIONS notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — AVIDIAN WEALTH SOLUTIONS's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
65
April 2025 — AVIDIAN WEALTH SOLUTIONS reported RAUM up 28% ($3.11B -> $3.99B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
March 2025 — AVIDIAN WEALTH SOLUTIONS notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — AVIDIAN WEALTH SOLUTIONS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2024 — AVIDIAN WEALTH SOLUTIONS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
August 2024 — AVIDIAN WEALTH SOLUTIONS, LLC is now doing business as AVIDIAN WEALTH SOLUTIONS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
49
April 2024 — AVIDIAN WEALTH SOLUTIONS, LLC notice-filed in IN, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — AVIDIAN WEALTH SOLUTIONS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — AVIDIAN WEALTH SOLUTIONS, LLC shrank from 38 to 30 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — AVIDIAN WEALTH SOLUTIONS, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.