# Avid Wealth Partners

Avid Wealth Partners is a Bank / Wealth / Trust based in San Antonio, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** avidwp.com
- **LinkedIn:** https://www.linkedin.com/company/avidwealth

## Regulatory record

- **CRD number:** 323124
- **SEC file number:** 801-126678
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323124

## About

Avid Wealth Partners was established in 2017 as a US wealth manager and registered investment advisor. It provides investment advisory services focused on financial planning and retirement planning to individuals, high-net-worth individuals, trusts, and corporations. Activity is limited to the United States, with no disclosed international offices or fund vehicles. Available records list no team size, additional offices, or operational events from the last 24 months, and the firm functions as a conventional RIA without a disclosed single-family mandate or hybrid fund structure.

## Sectors

- Wealth Management
- Financial Planning
- Tax Strategy & Optimization
- Business Planning & Strategy
- Retirement Planning
- Asset Protection & Risk Management

## Questions

### Who runs investment decisions at Avid Wealth Partners?

No named principals or CIO are disclosed in public records.

### Does Avid Wealth Partners participate in fund commitments or only direct deals?

The firm provides advisory services; no fund commitments or direct deal activity is disclosed.

## Related profiles

- [Avid Ventures](https://altss.com/profile/avid-ventures)
- [Avinya Ventures](https://altss.com/profile/avinya-ventures)

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Last updated: 2026-07-11T16:15:18.000Z

Canonical page: https://altss.com/profile/avid-wealth-partners

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