Avid Wealth Partners, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 323124
- Registered since
- October 3, 2022
- Website
- www.avidwp.com
- 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
FINTRXOverview
Avid Wealth Partners, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm describes itself as a capital allocator serving individual and family clients, charging fees on a percentage-of-assets basis as well as fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional/business accounts, and selection of outside advisers. Avid Wealth Partners does not position itself as an active ESG investor and, per the snapshot data, maintains an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Public Funds/Mutual Funds18%
- Private Funds3%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
1 of 1
Eric Kala
CEOCRD 5611781
Contacts
3 of 6
Alicia Fuschak
Financial AdvisorCRD 5110755
Daniel Reinke
Financial AdvisorCRD 7152195
Russell Stehling
Wealth AdvisorCRD 4656777
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$223M in ETFs
49%
$110M
35%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF) | BlackRock | Active | Large Blend | $36M | 528,692 | 16.10% |
Location
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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