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AVID WEALTH PARTNERS, LLC

SAN ANTONIO, TX · CRD 323124 · IAPD ↗ · avidwp.com · (210) 864-3333

$298.5MRegulatory AUM
4Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — AVID WEALTH PARTNERS, LLC reported RAUM up 45% ($206.1M -> $298.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
February 2025 — AVID WEALTH PARTNERS, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
February 2025 — AVID WEALTH PARTNERS, LLC reported RAUM up 26% ($163.5M -> $206.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — AVID WEALTH PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.