Avid Wealth Partners, LLC
● SEC registered since 2022CRD 323124SEC# 801-126678San Antonio, TX
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Alicia Ashley Fuschak Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2022 |
| Avid Capital, LLC Control | Owner | Over 75% | 2020 |
| Eric Ilmari Kala Control | Chief Executive Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently 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
| Address | 23119 Ih 10, Building 20, San Antonio, TX 78257 |
| Phone | (210) 864-3333 |
| Office hours | 8a.m.-4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1992344 |
| Discloses disciplinary history | No |
Regulatory AUM
$298.5M▲ 45%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$298.5Mregulatory AUM
Discretionary $298.3MNon-discretionary $223K