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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FUSCHAK, ALICIA, ASHLEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| FUSCHAK, ALICIA, ASHLEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| FUSCHAK, ALICIA, ASHLEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| FUSCHAK, ALICIA, ASHLEY | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| KALA, ERIC, ILMARI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KALA, ERIC, ILMARI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KALA, ERIC, ILMARI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KALA, ERIC, ILMARI | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| AVID CAPITAL, LLC | DE | OWNER | E | Control |
| AVID CAPITAL, LLC | DE | OWNER | E | Control |
| AVID CAPITAL, LLC | DE | OWNER | E | Control |
| AVID CAPITAL, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KALA, ERIC, ILMARI | I | AVID CAPITAL, LLC | E | Control |
| KALA, ERIC, ILMARI | I | AVID CAPITAL, LLC | E | Control |
| KALA, ERIC, ILMARI | I | AVID CAPITAL, LLC | E | Control |
Registrations
Federal
IA
Jan 3, 2025 REGISTERED
Notice Filings (1)
TX
Address
17806 W INTERSTATE 10STE. 106
SAN ANTONIO, TX 78257
United States
Phone: (210) 864-3333