Austin, TX Bee Caves Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,632,806,832
ClientsTotal clients
1,866
AdvisorsAdvisors at this office
2
Of 41 advisors across 7 offices
Location
3103 Bee Caves Road, Suite 238
Austin TX 78746
Advisors at this office
2
Advisors at this office
Jenny F
CFP®, PFS™
Austin, TX
Avidian Wealth Solutions
Jenny Fleming is a CFP® and PFS™ with 19 years of experience in financial advisory services. She is currently with Avidian Wealth Solutions and previously spent 16 years at Equistar Wealth Management, where she also served as managing member. Jenny continues to be involved with Equistar in a consulting capacity as it transitions away from investment advisory activities. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and fiduciary advisory services, utilizing model-based managed solutions alongside sub-advisors and tailored allocations.
Laura V
CFP®, Series 65
Austin, TX
Avidian Wealth Solutions
Laura Vollrath is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Avidian Wealth Solutions and previously worked at Equistar Wealth Management LLC and Ruedi Wealth Management. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, and fiduciary services, employing model-based managed solutions alongside sub-advisors and separately managed accounts.
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