Avid Wealth Management Group, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 125810
· Atlanta, GA
· AVIDWEALTH.COM
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $96.4M
- Discretionary
- $64.6M
- Clients
- 86
- Avg AUM / client
- $1.1M
- Accounts
- 122
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $7.9M | 8.23% |
| High net worth individuals | 35 | $56.3M | 58.4% |
| Charitable organizations | 1 | $81.1K | 0.08% |
| Corporations and other businesses | 1 | $311K | 0.32% |
| Other | 6 | $31.7M | 32.9% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Bertrom Taylor | Registered representative | Jan 2009 (18y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 994 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
- • Other fees
- • FEE SPLITS PURSUANT TO SOLICITATION AGREEMENTS
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗