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AVID WEALTH MANAGEMENT GROUP, LLC
CRD 125810
3330 CUMBERLAND BLVD, SUITE 1000, ATLANTA, GA, 30339, United States
Phone
678.306.1209
Fax
678.306.1275
Registration
— (—)
Source
State registered
Total AUM
$96.4M
Discretionary AUM
$64.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; FEE SPLITS PURSUANT TO SOLICITATION AGREEMENTS
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $7.9M |
| High net worth individuals | 35 | $56.3M |
| Charitable organizations | 1 | $81K |
| Corporations/business entities | 1 | $311K |
All web addresses on file
Official SEC filing: View on IAPD