Avid Wealth Partners Revenue

Financial Services • San Antonio, Texas, United States • 1-10 Employees

Avid Wealth Partners revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Avid Wealth Partners

Eric Kala Cpwa®

Ceo | Wealth Advisor

Company overview

Headquarters	17806 W Interstate 10, Ste 106, San Antonio, Texas 78257, US
Phone number	+12108643333
Website	avidwp.com
NAICS	52
SIC	628
Keywords	Financial Advisory, Asset Protection, Wealth Management, Wealth Building, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Tax Optimization, Business Exit Planning
Founded	2017
Employees	1-10
Socials

Avid Wealth Partners Email Formats

Avid Wealth Partners uses 2 email formats. The most common is {first initial} (e.g., j@avidwp.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}	j@avidwp.com	77.8%
{first name}	john@avidwp.com	22.2%

About Avid Wealth Partners

Welcome to Avid Wealth Partners, where we specialize in empowering wealth builders through expert financial planning and wealth management services. Our mission is to guide individuals towards their financial goals, offering tailored strategies and personalized advice to maximize wealth growth and security. With a dedicated team of financial experts, we are committed to providing unparalleled service and innovative solutions to help you build and preserve your wealth for generations to come. Join us on the journey to financial success and let's build your legacy together. Investment advisory services offered through Avid Wealth Partners, LLC, a registered investment advisor.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

C-Suite

Entry

Employees by Department

Avid Wealth Partners has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Avid Wealth Partners has never raised funding before.

Avid Wealth Partners Tech Stack

Discover the technologies and tools that power Avid Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Salesforce

CRM

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Frequently asked questions

Avid Wealth Partners is located in San Antonio, Texas, US.

You can reach Avid Wealth Partners at +12108643333.

Avid Wealth Partners generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Avid Wealth Partners has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Avid Wealth Partners was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Avid Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Avid Wealth Partners

Eric Kala Cpwa®

Ceo | Wealth Advisor

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