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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AVID WEALTH PARTNERS, LLC

CRD 323124

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:40157010-5554-28e8-b07b-0ef716c0dccf

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Sep 2, 2022 to May 11, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $299MItem 5.F on the latest filing (2026-05-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $298M
Private client RAUM: $298MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $42.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 784
Individual clients: 163
High net worth clients: 83
Custody, client assets: $51.9M
SEC number: 801-126678
CIK: 1992344
CRD: 323124
Filings on the tape: 7
First filed: Sep 2, 2022
Latest filed: May 11, 2026
Organised: Limited Liability Company, TX
Website: avidwp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RUSSELL GARRETT STEHLING	Chartered Financial Consultant	SAN ANTONIO, TX	3	23	2	no
ALICIA ASHLEY FUSCHAK	Certified Financial Planner\|Chartered Financial Consultant	SAN ANTONIO, TX	3	17	1	no
ERIC ILMARI KALA	Certified Financial Planner\|Chartered Financial Consultant	San Antonio, TX	3	17	2	no
BARRET L KOLLE	Chartered Financial Consultant	SAN ANTONIO, TX	3	13	2	no
Daniel John Reinke	Certified Financial Planner\|Chartered Financial Consultant	SAN ANTONIO, TX	3	10	1	no
Jason David Branch	n/a	SAN ANTONIO, TX	0	11	n/a	no
Lindsey P Tablizo	Chartered Financial Consultant	SAN ANTONIO, TX	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AVID CAPITAL, LLC	Owner	E	yes	12/2020	Sep 2, 2022	Mar 5, 2024
FUSCHAK, ALICIA, ASHLEY	CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER	Na	yes	08/2022	Sep 2, 2022	Mar 5, 2024
KALA, ERIC, ILMARI	MANAGING MEMBER	E	yes	12/2020	Sep 2, 2022	Mar 5, 2024
KALA, ERIC, ILMARI	CHIEF EXECUTIVE OFFICER	Na	yes	08/2022	Sep 2, 2022	Mar 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AVID RISK MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 23, 2026	$299M	$298M	8	4	n/a	n/a
2024	Jan 3, 2025	$206M	$206M	9	5	n/a	n/a
2023	Mar 5, 2024	$164M	$163M	9	4	n/a	n/a
2022	Feb 14, 2023	$151M	$150M	11	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$299M	$206M	44.9%	$151M	25.6%	8	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NEWEDGE ADVISORS	4	Nov 1, 2022	Jul 14, 2026	NEW ORLEANS, LA	Team lift out	Ibd to new firm	1.5%
NEWEDGE ADVISORS	2	Nov 1, 2022	Nov 1, 2022	SAN ANTONIO, TX	Team lift out	Ibd to new firm	0.7%

Relationships

Registered with (7)

← Lindsey P TablizoAdvisorregistration: current employment
Jul 14, 2026 to presentfactForm ADV
← Jason David BranchAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← RUSSELL GARRETT STEHLINGAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← ALICIA ASHLEY FUSCHAKAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← ERIC ILMARI KALAAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← BARRET L KOLLEAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← Daniel John ReinkeAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV

Moved with (1)

← NEWEDGE ADVISORSRegistered adviser4 advisors, team lift out, same day
Nov 1, 2022 to Jul 14, 2026factForm ADV

Controls (3)

← FUSCHAK, ALICIA, ASHLEYOwnerCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Sep 2, 2022 to Mar 5, 2024factForm ADV
← KALA, ERIC, ILMARIOwnerMANAGING MEMBER, ownership code E, individual
Sep 2, 2022 to Mar 5, 2024factForm ADV
← AVID CAPITAL, LLCOwnerOWNER, ownership code E, domestic entity
Sep 2, 2022 to Mar 5, 2024factForm ADV

Dated events

Occurred
Nov 1, 2022
Team lift-out
4 advisors left Newedge Advisors (New Orleans, LA) for Avid Wealth Partners, LLC on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Nov 1, 2022
Team lift-out
2 advisors left Newedge Advisors (San Antonio, TX) for Avid Wealth Partners, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Sep 2, 2022
First Form ADV filing
Avid Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40157010-5554-28e8-b07b-0ef716c0dccf
First observed: Sep 2, 2022
Last observed: May 11, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVID WEALTH PARTNERS, LLC

CRD 323124

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:40157010-5554-28e8-b07b-0ef716c0dccf

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RUSSELL GARRETT STEHLING

Chartered Financial Consultant

SAN ANTONIO, TX

ALICIA ASHLEY FUSCHAK

Certified Financial Planner|Chartered Financial Consultant

SAN ANTONIO, TX

ERIC ILMARI KALA

Certified Financial Planner|Chartered Financial Consultant

San Antonio, TX

BARRET L KOLLE

Chartered Financial Consultant

SAN ANTONIO, TX

Daniel John Reinke

Certified Financial Planner|Chartered Financial Consultant

SAN ANTONIO, TX

Jason David Branch

n/a

SAN ANTONIO, TX

n/a

Lindsey P Tablizo

Chartered Financial Consultant

SAN ANTONIO, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AVID CAPITAL, LLC

Owner

yes

12/2020

Sep 2, 2022

Mar 5, 2024

FUSCHAK, ALICIA, ASHLEY

CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

yes

08/2022

Sep 2, 2022

Mar 5, 2024

KALA, ERIC, ILMARI

MANAGING MEMBER

yes

12/2020

Sep 2, 2022

Mar 5, 2024

KALA, ERIC, ILMARI

CHIEF EXECUTIVE OFFICER

yes

08/2022

Sep 2, 2022

Mar 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AVID RISK MANAGEMENT, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$299M

$298M

n/a

2024

Jan 3, 2025

$206M

n/a

2023

Mar 5, 2024

$164M

$163M

n/a

2022

Feb 14, 2023

$151M

$150M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$299M

$206M

44.9%

$151M

25.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEWEDGE ADVISORS

Nov 1, 2022

Jul 14, 2026

NEW ORLEANS, LA

Team lift out

Ibd to new firm

1.5%

NEWEDGE ADVISORS

Nov 1, 2022

SAN ANTONIO, TX

Team lift out

Ibd to new firm

0.7%