Gregory Joseph Litts

Avidian Wealth Solutions

19 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth

Avidian Wealth Solutions

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

1,873 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$1M

Location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Avidian Wealth Solutions

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Rj Capital LLC

August 2018 - July 2023 · 4 yrs 11 mos

Rj Capital, LLC

January 2006 - January 2019 · 13 yrs

Southwest Investments

March 2004 - April 2004 · 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.