# Avid Wealth Partners, LLC

> 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.

- CRD: 323124
- Filed as: AVID WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323124
- AdvisorCensus page: https://advisorcensus.com/firm/avid-wealth-partners-llc-san-antonio-tx-323124

## Quick answers

**How is Avid Wealth Partners, LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Avid Wealth Partners, LLC located?**
Avid Wealth Partners, LLC's principal office is in San Antonio, TX, according to its Form ADV.

**Is Avid Wealth Partners, LLC registered with the SEC or a state?**
Avid Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323124.

**How much does Avid Wealth Partners, LLC manage?**
Avid Wealth Partners, LLC reports $298,534,409 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**How have Avid Wealth Partners, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Avid Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (83).

**Which custodians does Avid Wealth Partners, LLC use?**
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.

**Does Avid Wealth Partners, LLC report any disciplinary disclosures?**
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

**What changed in Avid Wealth Partners, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $298,534,409
- Discretionary: $298,311,292
- Non-discretionary: $223,117

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 163 | $71,329,288 |
| High net worth individuals | 83 | $226,378,605 |
| Charitable organizations | Fewer than 5 | $252,330 |
| Corporations or other businesses not listed above | Fewer than 5 | $574,186 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avidwp.com
- Facebook @avidwealthpartners
- LinkedIn @avidwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $150,547,914 | 11 | February 14, 2023 |
| October 2024 | $163,516,057 | 9 | March 5, 2024 |
| October 2025 | $206,069,786 | 9 | January 3, 2025 |
| October 2026 | $298,534,409 | 8 | May 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $206,069,786 to $298,534,409 (+45%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avid Wealth Partners, LLC (CRD 323124): Form ADV filing data as of October 2026.