AVID WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$299M
Discretionary
$298M
100% of AUM
Avg account
$381K
Accounts
784
Employees
8
Advisory reps
6

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
323124
Registered since
October 3, 2022
Website
www.avidwp.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI75.83%
  • Individuals23.89%
  • Corporations / Businesses0.19%
  • Charitable Organizations0.08%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Avid Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm focuses on individual and family clients and operates as a capital allocator, offering both percentage-of-AUM and fixed-fee engagements. Its advisory menu includes financial planning, discretionary portfolio management across individuals, small businesses, pooled vehicles and institutions, and manager selection services. The firm does not position itself as an active ESG investor and lists an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 18%, Private Funds 3%, Cash & Cash Equivalents 2%, Other 2%, US Government Bonds 1%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds18%
  • Private Funds3%
  • Cash & Cash Equivalents2%
  • Other2%

Owners & executives

1 of 1

  • ERIC KALA

    CEOCRD 5611781

Contacts

3 of 5

  • ALICIA FUSCHAK

    Financial AdvisorCRD 5110755

  • Daniel Reinke

    Financial AdvisorCRD 7152195

  • RUSSELL STEHLING

    Wealth AdvisorCRD 4656777

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$228M in ETFs

Passive

66%

$149M

Active

31%

$78.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF)BlackRockActiveLarge Blend$30.3M520,46113.27%
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Location

Primary office

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
23119 Ih 10 W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth