AVID WEALTH PARTNERS, LLC

CRD 323124File 801-126678

APPROVED

Retail clients

Custody

Filing as of May 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$298.5M

Below cohort median (national)

Discretionary AUM

$298.3M

Non-discretionary $223K

Clients

246

784 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Oct 3, 2022
Principal office: 23119 IH 10, BUILDING 20, SAN ANTONIO, TX, 78257
Phone: (210) 864-3333
Website: https://www.facebook.com/avidwealthpartners/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $298.5M
Discretionary AUM: $298.3M
Non-discretionary AUM: $223K
Discretionary accounts: 779
Non-discretionary accounts: 5
Total accounts: 784
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$574K
Charitable organizations	Fewer than 5	$252K
High net worth individuals	83	$226.4M
Individuals (other than high net worth individuals)	163	$71.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.