Braxton
Bartlett
Avidian Wealth Solutions, LLC
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About this Advisor
Braxton Bartlett is a financial advisor operating in Houston, Texas with a total of 3 years of industry experience. Bartlett works at Avidian Wealth Solutions, LLC. Throughout their career, Bartlett has worked at Wealth Enhancement Group, Corporate Care, Chimmichurris, Trinity University, Massmutual, Deerwood Country Club, Lpl Financial LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services and Sta Wealth Management, Lc. Bartlett holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Avidian Wealth Solutions, LLC is an advisory firm that has its headquarters in Houston, TX. The firm has offices in three locations and a total of 66 employees. It manages $4 billion in assets between its 6,481 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 6,481 client accounts, 59% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fees charged by Avidian Wealth Solutions, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avidian Wealth Solutions, LLC Brokerage Details
$3,673,167,842
66
6,481
$566,759
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Braxton Bartlett Work History
Braxton has been registered as a financial advisor for 3 years.*
Sta Wealth Management, Lc
Lpl Financial LLC
Wealth Enhancement Brokerage Services
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Corporate Care
Lpl Financial LLC
Massmutual
Chimmichurris
Trinity University
Deerwood Country Club
Trinity University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Braxton Bartlett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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