Avid Wealth Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

17806 W Interstate 10 Ste 106, San Anton...

Phone Number

(210) 864-3333

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
1
1
1
1

About Avid Wealth Partners

Avid Wealth Partners is an independent wealth management and financial planning firm based in San Antonio, Texas. They specialize in providing premier wealth management services tailored for wealth creators, business owners, and their families. The firm employs a team of CERTIFIED FINANCIAL PLANNERS and focuses on helping clients achieve their financial goals through a distinctive approach to financial planning. Their services include tax-smart comprehensive financial planning, retirement distribution planning, and asset protection strategies.Explore more
Avid Wealth Partners's Social MediaPopular SearchesAvid Wealth PartnersAvid Wealth Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Avid Wealth Partners Org Chart

PhoneEmail
EK
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Chief Executive Officer & Private Wealth Advi...

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TK
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Office Manager

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LT
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Financial Planning Coordinator

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DR
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Financial Advisor

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RS
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Wealth Advisor

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BK
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avid Wealth Partners

<$5M
1-10
Private
-
2017
EK
Eric KalaCEO & Private Wealth Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
<$5M
1-10
Private
-
-
MH
Megan HowellClient Support Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Avid Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Avid Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avid Wealth Partners.

Avid Wealth Partners Tech Stack

A closer look at the technologies used by Avid Wealth Partners

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Frequently Asked Questions Regarding Avid Wealth Partners

What is Avid Wealth Partners's official website?
Avid Wealth Partners's official website is www.avidwp.com
What is Avid Wealth Partners's Revenue?
Avid Wealth Partners's revenue is <$5 Million
What is Avid Wealth Partners's SIC code?
Avid Wealth Partners's SIC: 62,628
What is Avid Wealth Partners's NAICS code?
Avid Wealth Partners's NAICS: 52,523
How many employees does Avid Wealth Partners have?
Avid Wealth Partners has 1-10 employees
What industry does Avid Wealth Partners belong to?
Avid Wealth Partners is in the industry of: Finance, Securities Trading
What is Avid Wealth Partners competition?
Avid Wealth Partners top competitors include: Radnor Financial Advisors, Pillar Wealth Management, Type Two Wealth, Townsend Financial Planning
What technology does Avid Wealth Partners use?
Some of the popular technologies that Avid Wealth Partners uses are: Sentry, InstantSearch+, Microsoft 365, F5 BIG-IP Platform
How do I contact Avid Wealth Partners?
Avid Wealth Partners contact info: Phone number: (210) 864-3333 Website: www.avidwp.com
What does Avid Wealth Partners do?

Avid Wealth Partners is an independent wealth management and financial planning firm based in San Antonio, Texas. They specialize in providing premier wealth management services tailored for wealth creators, business owners, and their families. The firm employs a team of CERTIFIED FINANCIAL PLANNERS and focuses on helping clients achieve their fina... ncial goals through a distinctive approach to financial planning. Their services include tax-smart comprehensive financial planning, retirement distribution planning, and asset protection strategies.Read More

What are Avid Wealth Partners social media links?
Avid Wealth Partners Linkedin page Avid Wealth Partners Facebook page
Is Avid Wealth Partners a public company?
Avid Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Avid Wealth Partners

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