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Chief Accounting Officer · Avidian Wealth Solutions

Mary K. Yarber

CRD 3137582 · 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 Mary K. Yarber on its Form ADV as Chief Accounting Officer, a control person.

Firms and roles

AtlasMembers

Mary’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.