Data / Investment advisers / Texas / Avid Wealth Partners, LLC
Avid Wealth Partners, LLC, San Antonio, TX: $299 million AUM, SEC registered investment adviser
Avid Wealth Partners, LLC is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $299 million in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 323124
- SEC file number
- 801-126678
- SEC status
- Approved, effective October 3, 2022
- Main office
- 23119 Ih 10 Building 20, San Antonio, TX 78257
- Phone
- (210) 864-3333
- Regulatory AUM
- $298,534,409 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $298,311,292
- Non discretionary AUM
- $223,117
- Accounts
- 784
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 83 | $226.4 million |
| Individuals (other than high net worth individuals) | 163 | $71.3 million |
| Corporations or other businesses | Fewer than 5 | $574,186 |
| Charitable organizations | Fewer than 5 | $252,330 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $298.5 million | March 23, 2026 |
| December 1, 2025 | $206.1 million | January 3, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| M. E. Allison & Co., Inc. | San Antonio | $366.4 million | Not listed | adviserinfo.sec.gov |
| Financial Life Advisors | San Antonio | $366.3 million | Not listed | adviserinfo.sec.gov |
| Stone Oak Wealth Management, LLC | San Antonio | $355.6 million | Not listed | adviserinfo.sec.gov |
| Glass Wealth Management Co., LLC | San Antonio | $311.9 million | Not listed | adviserinfo.sec.gov |
| Broadway Wealth Solutions | San Antonio | $308.1 million | Not listed | adviserinfo.sec.gov |
| Best Invest | San Antonio | $296.4 million | Not listed | adviserinfo.sec.gov |
| Imperium Wealth Management, LLC | San Antonio | $264.6 million | Not listed | adviserinfo.sec.gov |
| Robinson Value Management, LTD. | San Antonio | $202.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Avid Wealth Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.