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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between January 3, 2025 and May 11, 2026, reported AUM increased 44.9%, from $206.1M to $298.5M.
Across 4 reported observations, AUM increased 98.3% between February 14, 2023 and May 11, 2026, from $150.5M to $298.5M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 4 advisory representatives and 246 clients, or 61.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Avid Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Avid Wealth Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Avid Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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