Overview
Assets Under Management: $206 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
AVID WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323124), AVID WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
AVID WEALTH PARTNERS, LLC is headquartered in SAN ANTONIO, TX.
AVID WEALTH PARTNERS, LLC serves 62 high-net-worth clients according to their SEC filing dated January 03, 2025. View client details ↓
According to their SEC Form ADV, AVID WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AVID WEALTH PARTNERS, LLC manages $206 million in client assets according to their SEC filing dated January 03, 2025.
According to their SEC Form ADV, AVID WEALTH PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 678
Discretionary Accounts: 673
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 323124
Last Filing Date: 2025-01-03 00:00:00
Website: https://avidwp.com