Greg Ritz joins Avidian Wealth Solutions
“His approach to investment management takes the emotion out of the decision-making process, allowing us to deliver more portfolio solutions that are better suited to our clients and their specific goals.” Luke Patterson, CEO of Avidian
Houston (PRWEB)
February 2, 2023
Avidian Wealth Solutions today announced the addition of experienced investment advisor Greg Litts to its growing team. Litts brings his 20+ years of experience in portfolio management and financial analysis to the firm. Not only has Litts been able to grow his own investment firm to more than $350 million in assets under management, but he’s also helped merchants hedge his bank, create his fund, and invest in OTC/Morgan Keegan. His NASDAQ trading desk.
Litts Chief Operating Officer Jim Atkinson said: “Greg’s decades of knowledge and relationship building will be a valuable asset to our clients and the entire team.”
“Greg will be an invaluable partner to the business owners and corporate professionals Avidian serves, providing more portfolio solutions better suited to clients and their specific goals.”
2022 will be a year of tremendous growth in terms of headcount and total assets for the Houston-based wealth management firm, which currently has $3.5 billion in assets under management. Earlier this year, Avidian was named one of the 100 fastest growing RIA companies in the United States by Citywire* and was named the next fastest growing RIA company in Texas by the Houston Business Journal**. selected for the point.
About Avidian Wealth Solutions
Avidian Wealth Solutions is a Houston-based team of independent fiduciaries dedicated to meeting the unique needs and challenges of our clients. A comprehensive and evolving suite of services, including but not limited to financial planning, investment management and insurance solutions, to understand trends and strategically plan to minimize risk across all aspects of your business. do my best. , credibility, transparency. For more information, visit Avidianwealth.com or find us on LinkedIn and YouTube.
*Please Note: Citywire is a London-based financial publishing and information group providing news, information and insights to professional advisors and investors around the world. Avidian Wealth Solutions, LLC was selected by Citywire for inclusion in this rating based on publicly reported figures. No communication, investigation, advertisement or compensation was ever made between Avidian and Citywire with respect to this rating. Citywire considered his RIAs in all 50 states that publicly reported having a significant number of financial planning clients, as well as firms not affiliated with broker-dealers or other agencies. Winners and runners-up were selected using a combination of AUM Growth, AUM Financial Growth, and Employee Growth (throughout 2021) into a single growth metric.
**NOTE: In order to be considered for this ranking, Avidian Wealth Solutions, LLC (“AWS”) responded to a request for information from Houston Business Journal (“HBJ”). Information was provided through standardized questionnaires completed by members of the Avidian Operations Team. This information has not been independently verified by HBJ. The list includes only Houston-area businesses that responded to inquiries. Information provided is based on Avidian Wealth 2021 company data. The list includes his two rankings of the 2022 largest Houston-area money management companies. One ranking is based on Total Assets Under Management (“AUM”) as of December 2021 and the other ranking is based on Houston Area (Local) AUM. The top 25 companies were included and ranked by highest AUM. You will not receive any compensation, directly or indirectly, from AWS in connection with obtaining this ranking.
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For more information, please contact Justin King at 281-822-8802 or email justinking@avidianwealth.com.
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