Amida Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,880,637
Clients
70
23% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
HighAverage account size
$769,723
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
Financial planning
Portfolio management
Selection of other advisers
Consulting services
Expertise
Retirement income strategy
Income planning
General tax planning
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 location
Amida Wealth Advisors, LLC
218 Nw 24 Th Street
Miami FL 33127, United States
Number of offices
1
Most active in
Amida Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
Website
(305) 809-0790
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")