Member / Avidian Wealth Solutions, LLC · Avidian Wealth Solutions
Gregory J. Litts
CRD 2349612 · Named on Form ADV at one SEC-registered adviser
At a glance
Avidian Wealth Solutions, an SEC-registered wealth manager based in Houston, TX with $4.8 billion in regulatory assets, lists Gregory J. Litts on its Form ADV as Member / Avidian Wealth Solutions, LLC.
Firms and roles
- Avidian Wealth SolutionsMember / Avidian Wealth Solutions, LLCWealth manager · Houston, TX · $4.8B in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings (6)
- James L. PattersonChief Executive Officer / Managing Member, Avidian Wealth Solutions
- Hope M. EdickChief Compliance Officer, Avidian Wealth Solutions
- Mary K. YarberChief Accounting Officer, Avidian Wealth Solutions
- James A. AtkinsonChief Operating Officer / Managing Member, Avidian Wealth Solutions
- Preston W. SnowManaging Member, Avidian Wealth Solutions
1 more person named with Gregory on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.