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- Custodian
- Empower ยท SEI
- Clients
- Retail
- Platforms
- Peak summitPioneer insight
- Established Date
- 02-02-2023
- Office Locations
- 1
Office Locations
About Amida Wealth Advisors, LLC
Amida Wealth Advisors is a Miami-based wealth advisory firm providing holistic financial planning across protection, retirement, tax and legacy planning, lifestyle, and investment guidance. The firm works with forward-thinking individuals and entrepreneurs, including affluent clients with complex needs. Portfolios are primarily ETF-based with a fixed-income sleeve (e.g., municipal bonds). Custody/platform relationships include SEI and Empower, and the firm offers a Personal Info Organizer to centralize key information.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELISABET ANA RAMOS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4875724
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $53,880,637 | -- |
| Total | $53,880,637 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,880,637
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $112,223,768 | 6.9% |
| Equity - OTC | $403,354,992 | 24.8% |
| Cash | $170,775,299 | 10.5% |
| Public Funds | $474,917,975 | 29.2% |
| U.S. Government/Agency | $351,309,187 | 21.6% |
| Corporate - Investment Grade | $113,850,199 | 7.0% |
| Total | $1,626,431,420 | 100.0% |