# Avid Wealth Management Group, LLC

> Avid Wealth Management Group, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 125810
- Filed as: AVID WEALTH MANAGEMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125810
- AdvisorCensus page: https://advisorcensus.com/firm/avid-wealth-management-group-llc-atlanta-ga-125810

## Quick answers

**How is Avid Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Avid Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Avid Wealth Management Group, LLC located?**
Avid Wealth Management Group, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Avid Wealth Management Group, LLC registered with the SEC or a state?**
Avid Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 125810.

**How much does Avid Wealth Management Group, LLC manage?**
Avid Wealth Management Group, LLC reports $96,360,623 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (67% discretionary).

**What types of clients does Avid Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (35); other (6).

**Does Avid Wealth Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125810

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $96,360,623
- Discretionary: $64,628,525
- Non-discretionary: $31,732,098

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $7,935,137 |
| High net worth individuals | 35 | $56,301,025 |
| Charitable organizations | 1 | $81,093 |
| Corporations or other businesses not listed above | 1 | $311,270 |
| Other | 6 | $31,732,098 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (25 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avidwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avid Wealth Management Group, LLC (CRD 125810): Form ADV filing data as of October 2026.