Avidian Wealth Solutions
avidianwealth.com Direct + LP
Avidian Wealth Solutions is a fiduciary wealth management firm offering boutique family office services, including investment management, financial planning, and tax strategies, to high-net-worth individuals, families, and institutions. It invests in public and private markets across sectors like technology, healthcare, energy, and real assets on behalf of clients.
Avidian Wealth Solutions is a family office headquartered in Houston, United States. It invests both directly in companies and in funds as a limited partner, in technology, healthcare, energy and real assets.
“Our team identifies investment opportunities across public and private markets — spanning sectors like technology, healthcare, energy, and real assets — to help clients pursue long-term growth and stability.”
— Avidian Wealth Solutions, own website
- Layer
- Direct + LP
- Type
- Family office
- Stage
- Not stated
- Headquarters
- Houston, United States
- Invests in
- US
- Sectors
- technology, healthcare, energy, real assets
Team, as Avidian Wealth Solutions publishes it
- Luke Patterson Chairman, CEO, CEPA©
- Preston W. Snow Managing Partner, Sr. Wealth Advisor, CFP®
- Shaheen Ladhani Managing Partner
- Jim Atkinson Managing Partner, Head of M&A
- Jacob Borbidge Partner, Chief Investment Officer, CFA®, CAIA®
- Morgan Stone Partner, Sr. Wealth Advisor, CFP®, CEPA©, MBA
- Gregory J. Litts Partner, Sr. Wealth Advisor
- Bradley T. Covey Partner, Sr. Wealth Advisor, CFP®
- Michael Smith Partner, Sr. Wealth Advisor, CEPA©
- Reid Guthrie Partner*, Sr. Wealth Advisor, CFP®
- Chris Russell Partner*, Senior Wealth Advisor, CAP
- Sheri Robinson Partner*, Senior Wealth Advisor, CFP®, AEP®, CPA (Retired)
Names and roles exactly as listed on avidianwealth.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Avidian Wealth Solutions publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://avidianwealth.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, sectors, thesis_quote, thesis_quote_page, description, people, status
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Record 4175 · added 2026-09-03 · link last verified 2026-10-21 · confidence high
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