AVID WEALTH PARTNERS, LLC
CRD #323124 SEC #801-126678 SAN ANTONIO, TX (210) 864-3333
SEC Registered
Total AUM
$206.1M
Discretionary
$205.9M
Employees
9
Clients
26
Accounts
678
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $206.1M | $205.9M | $211.4K | 9 | 0 |
| Mar 2024 | $163.5M | $163.3M | $196.1K | 9 | 0 |
| Feb 2023 | $150.5M | $150.4M | $179K | 11 | 0 |
| Sep 2022 | $0 | $0 | $0 | 11 | 0 |
DateJan 2025
Total AUM$206.1M
Discretionary$205.9M
Non-Disc.$211.4K
Employees9
Clients0
DateMar 2024
Total AUM$163.5M
Discretionary$163.3M
Non-Disc.$196.1K
Employees9
Clients0
DateFeb 2023
Total AUM$150.5M
Discretionary$150.4M
Non-Disc.$179K
Employees11
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0