Avid Wealth Partners, Llc
- Regulatory AUM
- $299M
- Discretionary
- $298M
- Clients
- 246
- Avg AUM / client
- $1.2M
- Accounts
- 784
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 11, 2026
Investments (13F portfolio — 71 positions, $211,566,346)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Blackrock Etf Trust | ISHARES US EQUIT | $30,280,418 | 520,461 | 14.3% | 10.1% |
| 2 | Ishares Tr | S&P 100 ETF | $19,117,465 | 60,105 | 9.04% | 6.4% |
| 3 | Vanguard World Fd | MEGA CAP VAL ETF | $14,621,619 | 100,874 | 6.91% | 4.9% |
| 4 | World Gold Tr | SPDR GLD MINIS | $14,304,291 | 154,324 | 6.76% | 4.79% |
| 5 | Global X Fds | GLOBAL X URANIUM | $13,739,168 | 283,691 | 6.49% | 4.6% |
| 6 | Ishares Tr | S&P 500 GRWT ETF | $10,924,878 | 96,586 | 5.16% | 3.66% |
| 7 | Ishares Tr | CORE S&P500 ETF | $9,837,103 | 15,060 | 4.65% | 3.3% |
| 8 | Invesco Exch Traded Fd Tr Ii | S&P INTL MOMNT | $9,812,968 | 178,938 | 4.64% | 3.29% |
| 9 | Ishares Inc | CORE MSCI EMKT | $8,249,486 | 118,272 | 3.9% | 2.76% |
| 10 | Blackrock Etf Trust | ISHARES A I INNO | $7,607,103 | 230,868 | 3.6% | 2.55% |
| 11 | Wisdomtree Tr | JAPN HEDGE EQT | $6,367,475 | 40,153 | 3.01% | 2.13% |
| 12 | Ishares Inc | MSCI GBL GOLD MN | $5,913,625 | 74,875 | 2.8% | 1.98% |
| 13 | Ea Series Trust | FREEDOM 100 EM | $5,422,415 | 99,208 | 2.56% | 1.82% |
| 14 | Ishares Tr | U.S. TECH ETF | $4,759,119 | 26,233 | 2.25% | 1.59% |
| 15 | Ishares Tr | NATIONAL MUN ETF | $4,401,722 | 41,467 | 2.08% | 1.47% |
| 16 | Wisdomtree Tr | INDIA ERNGS FD | $4,116,991 | 100,907 | 1.95% | 1.38% |
| 17 | Invesco Actively Managed Exc | TOTAL RETURN | $3,201,589 | 68,366 | 1.51% | 1.07% |
| 18 | Global X Fds | DEFENSE TECH ETF | $3,190,351 | 45,036 | 1.51% | 1.07% |
| 19 | Nvidia Corporation | COM | $2,349,911 | 13,474 | 1.11% | 0.79% |
| 20 | Ishares Bitcoin Trust Etf | SHS BEN INT | $1,842,508 | 47,957 | 0.87% | 0.62% |
| 21 | Apple Inc | COM | $1,831,053 | 7,215 | 0.87% | 0.61% |
| 22 | Ishares Tr | 10-20 YR TRS ETF | $1,830,844 | 18,178 | 0.87% | 0.61% |
| 23 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $1,434,487 | 28,753 | 0.68% | 0.48% |
| 24 | Microsoft Corp | COM | $1,222,301 | 3,302 | 0.58% | 0.41% |
| 25 | Pimco Etf Tr | ENHAN SHRT MA AC | $1,170,911 | 11,643 | 0.55% | 0.39% |
Top 25 of 71 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 163 | $71.3M | 23.9% |
| High net worth individuals | 83 | $226M | 75.8% |
| Charitable organizations | Fewer than 5 clients | $252K | 0.08% |
| Corporations and other businesses | Fewer than 5 clients | $574K | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Renhill Staffing Service 401(k) Plan Renhill Staffing Service | 2024 | |
| Nustar Thrift Plan Nustar Services Company Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Ilmari Kala | Chief Executive Officer | CFP Chartered Financial Consultant | Dec 2020 (6y) | ≈ 56.25% – 100% via Avid Capital, Llc |
| Alicia Ashley Fuschak | Chief Compliance Officer And Chief Operating Officer | CFP Chartered Financial Consultant | Aug 2022 (4y) | Less than 5% |
| Barret L Kolle | Registered representative | Chartered Financial Consultant | Nov 2022 (4y) | |
| Daniel John Reinke | Registered representative | CFP Chartered Financial Consultant | Nov 2022 (4y) | |
| Russell Garrett Stehling | Registered representative | Chartered Financial Consultant | Nov 2022 (4y) | |
| Jason David Branch | Registered representative | Jun 2026 (0y) | ||
| Lindsey P Tablizo | Registered representative | Chartered Financial Consultant | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Avid Capital, Llc | Owner | Dec 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Eric Ilmari Kala: 75% – 100% of Avid Capital, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Renhill Staffing Service 401(k) Plan | Renhill Staffing Service | 1,396 | $2.4M | 01/01/2024 |
| Nustar Thrift Plan | Nustar Services Company Llc | 10 | $50.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $269M (90% of AUM) May 2026
- Fidelity Distributors Company Llc $133M (65% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗