Avid Wealth Management Group, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 125810
- Website
- avidwealth.com
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI58.43%
- Other32.93%
- Individuals8.23%
- Corporations / Businesses0.32%
- Charitable Organizations0.08%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Avid Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and operating out of Georgia. The firm serves both individual and family clients as well as institutional accounts, and it combines portfolio management with ancillary services such as insurance brokerage and the selection of third‑party advisers. Its advisory scope includes portfolio management for individuals and small businesses and offers pension consulting services. The firm reports a fee model that includes percentage‑of‑AUM billing alongside other fee arrangements. Avid identifies as a capital allocator and deploys external managers for part of its alternative exposure. It does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities35%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Richard Taylor
President and OwnerCRD 4423805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3330 Cumberland Blvd Se
- Time zone
- ET (UTC-5)
- Office locations
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