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Avid Wealth Partners, LLC

● SEC registered since 2022CRD 323124SEC# 801-126678San Antonio, TX
Export (members)
Reg. AUM
$298.5M
Employees
8
Accounts
784
Location
San Antonio, TX

Avid Wealth Partners, LLC assets under management

Avid Wealth Partners, LLC is an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2022. It reports $298.5 million in regulatory assets under management and employs 8 people.

Avid Wealth Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Alicia Ashley Fuschak ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2022
Avid Capital, LLC ControlOwnerOver 75%2020
Eric Ilmari Kala ControlChief Executive OfficerUnder 5%2022
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Frequently asked questions

How much does Avid Wealth Partners, LLC manage?

Avid Wealth Partners, LLC reports $298.5 million in regulatory assets under management on its Form ADV.

How many employees does Avid Wealth Partners, LLC have?

Avid Wealth Partners, LLC reports 8 employees.

Where is Avid Wealth Partners, LLC located?

Avid Wealth Partners, LLC is based in San Antonio, TX and has been SEC-registered since 2022.

Does Avid Wealth Partners, LLC disclose fund performance?

Avid Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23119 Ih 10, Building 20, San Antonio, TX 78257
Phone(210) 864-3333
Office hours8a.m.-4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1992344
Discloses disciplinary historyNo

Assets under management

Discretionary$298.3M
Non-discretionary$223K
Total (RAUM)$298.5M