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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2022
- Office Locations
- 2
Office Locations
About Avid Wealth Partners, LLC
Avid Wealth Partners is a San Antonio-based, fee-based investment advisory firm with CFP professionals serving wealth creators, business owners, and their families. The team provides tax-smart comprehensive financial planning and ongoing wealth management, including retirement distribution planning, risk/asset protection, and wealth and business transfer strategies, and can coordinate private bank lending solutions. Custody relationships include Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALICIA ASHLEY FUSCHAK
Chief Compliance Officer, CHIEF OPERATING OFFICER, Financial Consultant
- CRD
- #5110755
- Ownership
- Less than 5%
ERIC ILMARI KALA
Chief Executive Officer, Private Wealth Advisor
- CRD
- #5611781
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jason David Branch
Wealth Planning Associate
- CRD
- #8235887
BARRET L KOLLE
Financial Advisor
- CRD
- #6129422
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $298,311,292 | $382,941 |
| Non-Discretionary | $223,117 | $44,623 |
| Total | $298,534,409 | $380,784 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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