Avid Wealth Partners, LLC

RIASEC Registered
Total AUM
$299M
Discretionary
$298M
100% of AUM
Avg account
$381K
Accounts
784
Employees
8
Advisory reps
7

Firm details

Headquarters
San Antonio, Texas
CRD number
323124
Registered since
October 3, 2022
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI75.83%
  • Individuals23.89%
  • Corporations / Businesses0.19%
  • Charitable Organizations0.08%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Avid Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2022. Structured as an LLC, the firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management. Its advisory services extend to individuals and small businesses, pooled investment vehicles, and institutional or business accounts, and it also provides manager selection services. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is identified as a capital allocator and has an industry affiliation with an insurance company. It does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 18%, Private Funds 3%, Cash & Cash Equivalents 2%, Other 2%, US Government Bonds 1%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds18%
  • Private Funds3%
  • Cash & Cash Equivalents2%
  • Other2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$236M in ETFs

Passive

50%

$118M

Active

35%

$118M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF)BlackRockActiveLarge Blend$38.2M551,12316.16%

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
23119 Ih 10 W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth