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Member / Meridian MLJ, LLC · Avidian Wealth Solutions

Michael A. Smith

CRD 3128757 · 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 Michael A. Smith on its Form ADV as Member / Meridian MLJ, LLC.

Firms and roles

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Michael’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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