Avid Wealth Partners LLC
Avid Wealth Partners LLC is a fee-based, Registered Investment Advisor (RIA) headquartered in San Antonio, Texas. Founded in 2015, the firm comprises CERTIFIED FINANCIAL PLANNERS™ and other financial service professionals offering investment advisory, comprehensive financial planning, consulting, and risk management services. Serving wealth creators, business owners, and their families, Avid Wealth Partners tailors tax-smart strategies, retirement planning, and business succession solutions to US-based high-net-worth individuals and families. The firm employs approximately 9–11 people, with most operating as investment professionals.
Investment Strategy
Avid Wealth Partners’ investment approach emphasizes tax-efficient wealth management, leveraging institution-grade solutions and private bank lending to meet the needs of affluent clients. Their philosophy prioritizes holistic financial planning, asset protection, business transfer strategies, and retirement income distribution, offering both discretionary and non-discretionary portfolio management. The firm primarily serves high-net-worth individuals and their families, customizing solutions based on comprehensive risk assessments and long-term growth objectives.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DYNF | BLACKROCK ETF TRUST | 12.40% | $21.7M | 397,875 | $47.35 | $54.46 | +$5.2M |
O OEF | ISHARES TR | 8.90% | $15.6M | 51,096 | $237.18 | $304.35 | -$1.0M |
I IEFA | ISHARES TR | 7.79% | $13.6M | 162,997 | $77.73 | $83.48 | +$5.1M |
I IVW | ISHARES TR | 7.49% | $13.1M | 118,943 | $91.15 | $110.10 | +$3.2M |
U URA | GLOBAL X FDS | 6.99% | $12.2M | 314,664 | $26.94 | $38.81 | +$4.6M |