AVID WEALTH PARTNERS, LLC

17806 W Interstate 10
Ste. 106
San Antonio, Texas 78257
Tel: (210) 864-3333

About AVID WEALTH PARTNERS, LLC

AVID WEALTH PARTNERS, LLC, formally registered with the SEC as AVID WEALTH PARTNERS, LLC. The firm was established in 10/03/2022. They have over 1 offices throughout the country.

AVID WEALTH PARTNERS, LLC is a San Antonio, Texas based Financial Planning firm with nearly $206,069,786 assets under management, offering retirement planning & investment advisory services to 678 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323124
SEC#	801-126678
Assets Managed by Firm	$206,069,786
No. of Clients	678
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	678	$206,069,786
Individuals (other than high net worth individuals)	157	$55,849,715
High net worth individuals	62	$149,871,234
Charitable organizations	1	$348,837

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