Tech stack
No one at Avidian Wealth Solutions has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $2.5B held · filed Jul 2024
Schwab
Per Form ADV · $482M held · filed Jul 2024
Millennium Trust
Per Form ADV · $74M held · filed Jul 2024