{
  "crd_number": 323124,
  "slug": "avid-wealth-partners-llc-san-antonio-tx-323124",
  "primary_business_name": "AVID WEALTH PARTNERS, LLC",
  "legal_name": "AVID WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "San Antonio",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "41700",
  "metro": {
    "cbsa_code": "41700",
    "common_name": "San Antonio",
    "msa_name": "San Antonio-New Braunfels, TX",
    "path": "/advisors/tx/san-antonio"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-10-03",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": 298534409.0,
  "raum_discretionary": 298311292.0,
  "raum_non_discretionary": 223117.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 252330.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 71329288.0,
      "count": 163
    },
    "high_net_worth_individuals": {
      "raum": 226378605.0,
      "count": 83
    },
    "corporations_other_businesses": {
      "raum": 574186.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://avidwp.com",
    "https://facebook.com/avidwealthpartners",
    "https://linkedin.com/company/avidwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323124",
  "city_as_filed": "SAN ANTONIO",
  "url": "https://advisorcensus.com/firm/avid-wealth-partners-llc-san-antonio-tx-323124",
  "display_name": "Avid Wealth Partners, LLC",
  "summary": "Avid Wealth Partners, LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.",
  "citation": "AdvisorCensus. Avid Wealth Partners, LLC (CRD 323124): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Avid Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avid Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Avid Wealth Partners, LLC located?",
      "a": "Avid Wealth Partners, LLC's principal office is in San Antonio, TX, according to its Form ADV."
    },
    {
      "q": "Is Avid Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Avid Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323124."
    },
    {
      "q": "How much does Avid Wealth Partners, LLC manage?",
      "a": "Avid Wealth Partners, LLC reports $298,534,409 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Avid Wealth Partners, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Avid Wealth Partners, LLC: Regulatory assets under management: $150,547,914 in the October 2023 data and $298,534,409 in the October 2026 data, up 98%. Total employees: 11 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Avid Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (83)."
    },
    {
      "q": "Which custodians does Avid Wealth Partners, LLC use?",
      "a": "Avid Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Avid Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323124"
    },
    {
      "q": "What changed in Avid Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $206,069,786 to $298,534,409 (+45%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 150547914.0,
      "total_employees": 11,
      "filing_date": "2023-02-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 163516057.0,
      "total_employees": 9,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 206069786.0,
      "total_employees": 9,
      "filing_date": "2025-01-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 298534409.0,
      "total_employees": 8,
      "filing_date": "2026-05-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $206,069,786 to $298,534,409 (+45%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/avid-wealth-partners-llc-san-antonio-tx-323124.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 163,
      "fewer_than_5": false,
      "raum": 71329288.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 83,
      "fewer_than_5": false,
      "raum": 226378605.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 252330.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 574186.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323124",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}