Avidian Wealth Enterprises LLC

5 (Fees and Compensation) of this Brochure.

                                                                                Part 2A of Form ADV
                                                                     Avidian Brochure – June 5, 2026

    Registered Representatives of a Broker-Dealer

    As discussed above, certain of our representatives are also, in their separate and
    individual capacities, registered representatives of Purshe Kaplan Sterling, a broker-
    dealer. This relation provides the registered representative with the ability to service their
    clients previously purchased commissioned broker-dealer products and if applicable
    receive any remaining trail commissions. Clients can choose to engage these registered
    individuals but are under no obligation to do so. These securities are not included in any
    management fee calculation.

    Conflict of Interest: The recommendation by these representatives that a client purchase
    a securities commission product presents a conflict of interest, as the receipt of
    commissions may provide an incentive to recommend investment products based on
    commissions received, rather than on a particular client’s need. To mitigate this risk
    Avidian Advisors, who are also registered representatives of a broker-dealer are not
    permitted to conduct new business, they may only service existing business held at the
    broker-dealer. No client is under any obligation to purchase any commissioned products
    from Avidian’s representatives. Clients are reminded that they may purchase securities or
    insurance products recommended by Avidian through other, non-affiliated insurance
    agents or registered representatives of a broker-dealer.

    Financial Incentives Related to Advisor Transitions

    From time to time, the Firm may provide certain supervised persons with transition-
    related compensation, such as a sign-on bonus or additional compensation contingent
    upon meeting specified asset or revenue thresholds following their association with the
    Firm.

    This compensation creates a conflict of interest because it provides a financial incentive
    for the supervised person to recommend that clients transfer or maintain their advisory
    relationship with the Firm rather than remaining with another advisory firm or custodian.

    The Firm’s use of professional titles (including “Partner”) does not alter this analysis and
    does not reflect equity ownership or economic participation unless otherwise disclosed.

    The Firm seeks to mitigate this conflict through its fiduciary obligations, supervisory
    oversight, and policies requiring that all recommendations be made in the client’s best
    interest without regard to the Firm’s or the advisor’s financial incentives.

ITEM 7 - TYPES OF CLIENTS

    Avidian provides investment supervisory services and manages investment advisory
    accounts for:

       •   Individuals,
       •   High net worth individuals,
       •   Pension and profit-sharing plans,
       •   Pooled investment vehicles, and
       •   Corporations
       •   Trusts, Estates, Charitable Organizations, Endowments
       •   Other businesses not listed above.

    Avidian generally requires a minimum household asset level of $1,000,000 for a traditional
    actively managed account.

    Avidian, in its sole discretion, may charge a lesser investment management fee and/or
    reduce or waive its aggregate account minimum based upon certain criteria (i.e.,
    anticipated future earning capacity, anticipated future additional assets, dollar amount of
    assets to be managed, related accounts, account composition, negotiations with client,
    etc.). Please Note: As a result of the above, similarly situated clients could pay different
    fees. In addition, similar advisory services may be available from other investment
    advisors for similar or lower fees.