Amida Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individuals (including high‑net‑worth clients), trusts, estates, and charitable organizations and serves a client base of roughly 70 households. It provides comprehensive financial planning, a subscription-based financial coaching program, ad hoc consulting, and non‑discretionary portfolio management that is implemented through recommended third‑party sub‑advisers.
Amida’s investment process is client‑specific and non‑discretionary: the firm recommends asset allocations and model portfolios based on fundamental and technical analysis and a long‑term purchase orientation, while selected sub‑advisers handle day‑to‑day trading, reporting, and billing. The firm monitors client accounts and circumstances regularly and has disclosed limited internal use of AI tools for operational support, explicitly not for producing investment recommendations.
Distinctive features for a solo-supported RIA with roughly $54 million in AUM include a formal financial coaching membership and affiliated business and lifestyle services that create extra educational and consulting touchpoints with clients. The firm’s associated persons are also licensed to sell insurance (earning commission compensation), and clients who engage in portfolio management generally enter separate discretionary agreements with sub‑advisers who execute trades and deduct advisory fees on the firm’s behalf — arrangements the brochure discloses and addresses through its conflict‑of‑interest policies.
Client services
Expertise
Fee options
Financial planning flat fees: Essential Plan $2,750 (+25% for couples), Enhanced Plan $3,500, Elite Plan $5,000; Consulting fixed fees typically ranging from $1,000 to $30,000
< $500,000 - $500,000: $2,500 annual fee $501,000 - $750,000: $1,750 annual fee $751,000 - $1,000,000: $1,200 annual fee > $1,000,000+: Complimentary
Commission-based compensation earned by associated persons for selling insurance products, separate from advisory fees
Consulting services starting from $375 per hour
Financial Coaching Membership subscription: $199/month individual, $249/month couple, billed monthly in advance for two years
Account minimum: $250,000 Minimum fee: Maximum $500 downpayment may be required; fees paid quarterly in arrears; no requirement to pay more than $500 six months in advance Fee-only: Financial planning fees ranging from $2,750 to $5,000; Financial Coaching Membership at $199/month individual or $249/month couple; Consulting fees from $375/hour and fixed fees from $1,000 to $30,000 per project
Main office
218 NW 24th Street
Miami FL 33127
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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