Bradley Trent Covey

CFP

Avidian Wealth Solutions

28 Years of Experience

3 DisclosuresBrokerSells Insurance

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 (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2008

Settled

Customer Dispute

April 2008

Settled

Customer Dispute

June 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bradley is an Executive Vice President/Partner at Avidian Wealth, a Registered Investment Advisor, dedicating full-time hours to this role. He is also a Partner at Avidian Insurance Agency, spending minimal time per month on insurance-related activities.