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Chief Executive Officer · Avid Wealth Partners, LLC

Eric I. Kala

CRD 5611781 · Named on Form ADV at one SEC-registered adviser

At a glance

Avid Wealth Partners, LLC, an SEC-registered wealth manager based in SAN Antonio, TX with $299 million in regulatory assets, lists Eric I. Kala on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Alicia A. FuschakChief Compliance Officer and Chief Operating Officer, Avid Wealth Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.