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Important Disclosures

 

Avid Wealth Partners LLC ("Avid Wealth Partners") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). Avid Wealth Partners provides investment advisory and related services for clients nationally. Avid Wealth Partners will maintain all applicable registrations, notice filings, and licenses as required by the various states in which Avid Wealth Partners conducts business, as applicable. Avid Wealth Partners renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Investment advisory services offered through Avid Wealth Partners, LLC, a registered investment adviser. Insurance products offered through Avid Risk Management LLC. Avid Wealth Partners is the marketing DBA name for Avid Wealth Partners LLC, Avid Risk Management LLC, Avid Consulting LLC, and Avid Capital LLC.


Advisory services are only offered to clients or prospective clients where Avid Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avid Wealth Partners, LLC unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Risk Disclosures

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This Website is intended to provide general information about Avid Wealth Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this Website are based on generally available information and are believed to be reliable. Avid Wealth Partners does not guarantee the accuracy of the information contained in this Website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Avid Wealth Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

Avid Wealth Partners will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure"), Form ADV Part 2B (“Brochure Supplement[s]”), and Form ADV Part 3 (“Client Relationship Summary’ or “Form CRS”). You may obtain a copy of these disclosures on the SEC Website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.

Privacy Disclosures

Avid Wealth Partners is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.

Avid Wealth Partners does not collect personal non-public information through this Website; however, the Advisor may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We do not respond to "do not track" requests because we do not track you over time or across third party Websites to provide targeted advertising. We may track you across our Website to help us improve our content.

We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our Website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our Website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our Website, or if you delete cookies, you may experience some inconvenience in your use of our Website, such as having to re-configure preferences.

When you are on this Website you may have the opportunity to click-through to other Websites, including Websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other Websites. The privacy policies of Websites operated third parties are located on those sites.

Avid Wealth Partners is committed to protecting your privacy. We do not sell or share your personal information with third parties for marketing purposes. For a copy of the Avid Wealth Partners Privacy Policy, please click Privacy Policy.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: CCPA Data Protection.

Ranking and Accolade Methodology

Inc. 5000 | 2024 Southwest Regional's Fastest Growing Private Companies in America No. 142

The 2024 Inc. 5000 Regionals are ranked according to percentage revenue growth when comparing 2020 and 2022. To qualify, companies must have been founded and generating revenue by March 31, 2020. They had to be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2022. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum for 2022 is $1 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Avid Wealth Partners paid an application fee to participate in the ranking.  

 

Forbes | 2023 Top Best-in-State Financial Security Professionals - Eric Kala

This award recognizes them as one of the best financial securities professionals in their state, as determined by SHOOK® Research. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Avid Wealth Partners did not pay a fee to participate in the ranking. 

Inc. 5000 | 2023 America's Fastest Growing Private Companies in America No. 3546

Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent – not subsidiaries or divisions of other companies – as of December 31, 2019. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum required revenue for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. The entire Inc. 5000 can be found at http://www.inc.com/inc5000​. Avid Wealth Partners paid an application fee to participate in the ranking.

Inc. 5000 | 2023 Southwest Regional's Fastest Growing Private Companies in America No. 196

The 2023 Inc. 5000 Regionals are ranked according to percentage revenue growth when comparing 2019 and 2021. To qualify, companies must have been founded and generating revenue by March 31, 2019. They had to be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2021. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2021 is $1 million. As always, Inc. reserves the right to decline applicants for subjective reasons.  Avid Wealth Partners paid an application fee to participate in the ranking.

Inc. 5000 | 2022 America's Fastest Growing Private Companies in America No. 2840

Companies on the 2022 Inc. 5000 are ranked according to percentage revenue growth from 2018 to 2021. To qualify, companies must have been founded and generating revenue by March 31, 2018. They must be U.S.-based, privately held, for-profit, and independent — not subsidiaries or divisions of other companies — as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2018 is $100,000; the minimum for 2021 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. The top 500 companies on the Inc. 5000 are featured in Inc. magazine's September issue. The entire Inc. 5000 can be found at http://www.inc.com/inc5000. Avid Wealth Partners paid an application fee to participate in the ranking.

Forbes | 2022 Top Best-in-State Financial Security Professionals - Eric Kala

This award recognizes them as one of the best financial securities professionals in their state, as determined by SHOOK® Research. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Avid Wealth Partners did not pay a fee to participate in the ranking. 

San Antonio Business Journal | 2022 Fast Track Winner
Fastest Growing Private Companies Under $12 Million in Revenue

Businesses must be an independent, privately held corporation, proprietorship or partnership — not a subsidiary, affiliate or division — through the end of fiscal 2021. Businesses must have headquarters in the San Antonio area, defined as one of these counties: Atascosa, Bandera, Bexar, Comal, Guadalupe, Kendall, Medina and Wilson. Businesses must have growth over the period of fiscal 2019 through 2021. Businesses must have revenue greater than $500,000 in fiscal 2019. Businesses must complete all parts of the application: this nomination form and the financial data verification process. Only one nomination per company or organization will be accepted. Avid Wealth Partners did not pay a fee to participate in the ranking.

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