Avidian Wealth Solutions - M&A Summary and Business Overview

Business ServicesCompany

Avidian Wealth Solutions M&A Summary

Avidian Wealth Solutions has acquired 1 company, including 1 in the last 5 years.

Avidian Wealth Solutions has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

Avidian Wealth Solutions Business Overview

Where is Avidian Wealth Solutions headquartered?

Avidian Wealth Solutions is headquartered in Houston, Texas.

What sector is Avidian Wealth Solutions in?

Avidian Wealth Solutions is a business services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Avidian Wealth Solutions

Avidian Wealth Solutions LLC

800 Town & Country Blvd. Suite 410,
Houston, Texas 77024
United States,
(281) 290-4319
www.avidianwealth.com

Avidian Wealth Solutions is an independent fiduciary committed to meeting our clients' unique needs and challenges. With a comprehensive and evolving suite of services including but not limited to financial planning, investment management, and insurance solutions. Avidian Wealth Solutions is based in Houston, Texas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Equistar Wealth Management LLC 2024-05-17 - Add-on Acquisition
Austin, Texas · www.eswealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Texas 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

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Texas Companies , Business Services Companies , United States Companies , Texas Business Services Companies , Texas Business Services with Acquisitions , Texas Business Services with Divestitures

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