$96.4M Total AUM
$64.6M Disc. AUM
-- 3Y CAGR
2 Employees
86 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak beaconFrontier pathway
- Established Date
- 12-11-2000
- Office Locations
- 1
Office Locations
3330 Cumberland Parkway Suite 900 Atlanta GA
About Avid Wealth Management Group, LLC
Avid Wealth Management Group is an SEC-registered RIA in Atlanta providing boutique financial planning, retirement planning, and portfolio management for individuals including retirees and business owners. Portfolios lean heavily on ETFs, complemented by high-quality bonds and cash as needed. Custody is primarily with Charles Schwab.
Team overview
72 AVG AGE
$96.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
17.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Crest foundation Eagle radial
Client Personas
Unison harbor Element Pioneer signal
Custodian
Eagle Focus ridge
Investment Vehicles
Alpha catalyst
Platform
Oak
Services
Vertex Radial Optima Bridge bridge Vector Ember harbor Momentum Vector
Technology
Wave alpha Catalyst
Owner & Executives
RICHARD BERTROM TAYLOR
Advisor
- CRD
- #4423805
- Ownership
- 75% or more
(673) 581-8846
zenith.glacier@foundationcapital.com
in linkedin.com/in/harbor-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,628,525 | -- |
| Non-Discretionary | $31,732,098 | -- |
| Total | $96,360,623 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,360,623
Public Funds:
32.0% Equity - Exchange:
30.5% Cash:
37.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,719,705,169 | 32.0% |
| Equity - Exchange | $2,592,218,989 | 30.5% |
| Cash | $3,187,154,494 | 37.5% |
| Total | $8,499,078,652 | 100.0% |