AVID WEALTH PARTNERS, LLC

CRD 323124 · SEC 801-126678

Visit website

23119 IH 10, BUILDING 20, SAN ANTONIO, TX, 78257, United States

Phone

(210) 864-3333

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$298.5M

Discretionary AUM

$298.3M

Team

8 total employees; 4 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-11

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	163	$71.3M
High net worth individuals	83	$226.4M

States served

All web addresses on file

https://www.facebook.com/avidwealthpartners/
https://www.linkedin.com/company/avidwealth
https://www.avidwp.com

Official SEC filing: View on IAPD