AVID WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$298,534,409
Discretionary
$298,311,292
Non-discretionary
$223,117
Firm details
- CRD number
- 323124
- SEC file number
- 801-126678
- Main office
- SAN ANTONIO, TX, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.avidwp.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.