|
⚲
|
| Avid Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 323124 |
| SEC # | 801-126678 |
| CIK # | 0001992344 |
| AUM | $298.5 M (2026-05-11) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 210-864-3333 |
| Address | 23119 Ih 10 San Antonio, TX 78257 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 14.3 | ||
| Nvidia Corp | 2.3 | ||
| iShares Bitcoin Trust | 1.8 | ||
| Apple Inc | 1.8 | ||
| Microsoft Corp | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Amazon Com Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 71.3 |
| (b) Individuals (high net worth individuals) | 83 | 226.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 784 | 298.5 |
| By Discretionary | ||
| Discretionary | 779 | 298.3 |
| Non-Discretionary | 5 | 0.2 |
| Total | 784 | 298.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.5 | |
| Total | 784 | 298.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001992344] |
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|---|---|---|
|
Capital West Partners LLC
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|
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|
Silver Oak Wealth Advisors Services LLC
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|
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|
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|
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