Alicia Ashley Fuschak

Employer firm

Avid Wealth Partners, LLC CRD 323124

$299M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 07/2020
  Eric Kala
  San Antonio, TX
• 11/2022 → Present
  Avid Wealth Partners, Llc
  San Antonio, TX
• 07/2020 → 10/2022
  Newedge Advisors
  San Antonio, TX

Previous Registrations

• 2020-07-16 → 2022-11-01
  Newedge Advisors
  San Antonio, TX
  New Orleans, LA

Other Businesses

1. Avid Risk Management, LLC - Investment related; A licensed insurance agent/broker. Insurance Agent. 10/01/2006. 1 Hour/Month, 0 Hours/Month during securities trading hours. Support insurance placement as needed. 2. Real Estate Property Management - non-investment related; Owner/Landlord. 03/01/2026. 2 Hours/Month, 0 Hours/Month during securities trading hours. Management for long-term residential rental property. 3. Avid Cap Holdings, LLC- non-investment related; Owner/Landlord. 01/01/2026. 1 Hour/Month, 0 Hours/Month during securities trading hours. Management for long-term commercial rental property. 4. Avid 4 Life, LLC - non-investment related; Managing Member. 03/25/2025. 0 Hours/Month, 0 Hours/Month during securities trading hours. Serving as a Manager Member to Buy/Sell Agreement. 5. Avid Consulting LLC, Not Investment Related, San Antonio, Texas, Business Consulting/Planning, Owner, Start Date: 7/16/2020, Hours Per Month: 8, During Securities Trading Per Month: 6, Business Exit Planning and Cost Segregation Analysis review. (Previously named Avid Transitions LLC) 6.Avid Capital, LLC, Investment Related, San Antonio, Texas, Holding Company for: Avid Wealth Partners, Avid Risk Management, and Avid Consulting, CEO - Owner, Start Date: 7/16/2020, Hours Per Month: 4, During Securities Trading Per Month: 0, financial oversight and management.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-06-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Alicia Pulliam
• Alicia Ashley Pulliam