Avid Wealth Management Group, LLC

RIAState Registered
Total AUM
$96.4M
Discretionary
$64.6M
67% of AUM
Avg account
$790K
Accounts
122
Employees
2
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
125810
Fee structure
Percentage of AUM, Other
Client types
  • HNWI58.43%
  • Other32.93%
  • Individuals8.23%
  • Corporations / Businesses0.32%
  • Charitable Organizations0.08%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Avid Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and operating out of Georgia. The firm serves both individual and family clients as well as institutional accounts, and it combines portfolio management with ancillary services such as insurance brokerage and the selection of third‑party advisers. Its advisory scope includes portfolio management for individuals and small businesses and offers pension consulting services. The firm reports a fee model that includes percentage‑of‑AUM billing alongside other fee arrangements. Avid identifies as a capital allocator and deploys external managers for part of its alternative exposure. It does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 35%, Cash & Cash Equivalents 10%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Richard Taylor

    Richard Taylor

    President and OwnerCRD 4423805

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3330 Cumberland Blvd Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth