AMIDA WEALTH ADVISORS, LLC

Overview

Amida Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and focuses on financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers. It also acts as an insurance broker, which aligns with its use of annuities and insurance-based solutions within client plans. Investment behavior is tilted toward liquid equity exposure — the firm shows a clear preference for exchange‑traded equities and ETFs as core holdings — while supplementing portfolios with fixed income, mutual funds and selected alternative allocations. Amida runs client relationships on a primarily non‑discretionary basis and charges either a percentage of AUM or fixed fees depending on the engagement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices