# AVIDIAN WEALTH ENTERPRISES, LLC

AVIDIAN WEALTH ENTERPRISES, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 127186
- Type: SEC-registered investment adviser
- SEC file number: 801-64386
- Location: 800 TOWN & COUNTRY BLVD, STE 220, HOUSTON, TX, 77024
- Phone: 281-822-8800
- Latest filing: 2026-06-09
- Regulatory AUM: $4.8B
- Discretionary AUM: $4.6B
- Non-discretionary AUM: $183.8M
- Clients: 59
- Accounts: 7,256

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations, Investment cos

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| James Luke Patterson | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER; MEMBER / MERIDIAN MLJ, LLC | — |
| Hope Marie Edick | CHIEF COMPLIANCE OFFICER | — |
| Mary Katherine Yarber | CHIEF ACCOUNTING OFFICER | — |
| James Allen Atkinson | CHIEF OPERATING OFFICER / MANAGING MEMBER; MEMBER / MERIDIAN MLJ, LLC | — |
| Preston William Snow | MANAGING MEMBER; MEMBER / AVIDIAN WEALTH SOLUTIONS, LLC | — |
| Michael Anthony Smith | MEMBER / MERIDIAN MLJ, LLC | — |
| William Morgan Stone | OWNER / STONE ASSET MANAGEMENT, LLC | — |
| Jacob Matthew Borbidge | CHIEF INVESTMENT OFFICER | — |
| Gregory Joseph Litts | MEMBER / AVIDIAN WEALTH SOLUTIONS, LLC | — |
| Bradley Trent Covey | MEMBER / AVIDIAN WEALTH SOLUTIONS, LLC | — |
| LITTS GREGORY JOSEPH | MEMBER; MEMBER / AVIDIAN WEALTH SOLUTIONS, LLC | — |
| SMITH SHAWN ANTHONY | MEMBER; MEMBER / MERIDIAN MLJ, LLC; MEMBER OWNER (+2 more) | — |
| ROBERTS LANCE ERIC | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF EXECUTIVE OFFICER (+1 more) | — |
| BLAKE JAMES KENNETH | MEMBER | — |
| PATTERSON JAMES LUKE | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER; CHIEF INVESTMENT OFFICER; MEMBER (+6 more) | — |
| FREETAGE CHERIE LYNN | DESIGNATED OFFICER | — |
| SNOW JOHN WILLIAM | MANAGING MEMBER; MEMBER / AVIDIAN WEALTH SOLUTIONS, LLC; MEMBER OWNER / EXECUTIVE VICE PRESIDENT (+1 more) | — |
| EDICK HOPE MARIE | CHIEF COMPLIANCE OFFICER | — |
| ATKINSON JAMES ALLEN | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER / MANAGING MEMBER; MEMBER / MERIDIAN MLJ, LLC (+3 more) | — |
| SUTTLE MICHAEL BARRETT | MEMBER | — |
| CATTAN CY GARRETT | PARTNER / SENIOR DIRECTOR OF WEALTH MANAGEMENT | — |
| BISHOP SCOTT ALLEN | PARTNER / EXECUTIVE VP FINANCIAL PLANNING | — |
| STONE WILLIAM MORGAN | MEMBER OWNER, SENIOR WEALTH ADVISOR; OWNER / STONE ASSET MANAGEMENT, LLC | — |
| YARBER MARY KATHERINE | CHIEF ACCOUNTING OFFICER; CHIEF FINANCIAL OFFICER | — |
| COVEY BRADLEY TRENT | MEMBER / AVIDIAN WEALTH SOLUTIONS, LLC; MEMBER OWNER / EXECUTIVE VICE PRESIDENT; PARTNER / EXECUTIVE VICE PRESIDENT | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-06-30 | regulatory | VIOLATION OF FINRA RULES 3210 AND 2010 | Final | $5K |
| — | criminal | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127186/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127186/similar
- Related entities: https://search.stillhousedata.com/firm/127186/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127186

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.