RIA Intel›Advisers›Georgia›AVID WEALTH MANAGEMENT GROUP, LLC

AVID WEALTH MANAGEMENT GROUP, LLC

Advisory

ATLANTA, GA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in GA

#490

of 607 advisers by AUM

Average account

$790K

across 122 accounts

AUM per adviser

$96M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$96M

Discretionary AUM$65M

Non-Discretionary AUM$32M

Discretionary %67.1%

Total Clients86

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

86 clients

35 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

MRP ADVISORS, LLC

$96M

HEINZ & ASSOCIATES, INC.

$97M

VICKERY CREEK CAPITAL MANAGEMENT, LLC

$95M

WEALTH 360, LLC

$95M

NRD CAPITAL MANAGEMENT, LLC

$98M

JFB HOLDINGS CORP

$95M

Get the full picture on AVID WEALTH MANAGEMENT GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AVID WEALTH MANAGEMENT GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans