Avid Wealth Partners, LLC

RIASEC Registered

Total AUM

$299M

Discretionary

$298M

100% of AUM

Avg account

$381K

Accounts

784

Employees

Advisory reps

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 that began SEC registration in 2022. Structured as an LLC, the firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management. Its advisory services extend to individuals and small businesses, pooled investment vehicles, and institutional or business accounts, and it also provides manager selection services. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is identified as a capital allocator and has an industry affiliation with an insurance company. It does not position itself as an active ESG investor.