Overview
Assets Under Management: $996 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 178
Average Client Assets: $5 million
Frequently Asked Questions
AVITAS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291155), AVITAS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AVITAS WEALTH MANAGEMENT, LLC is headquartered in LOS ANGELES, CA.
AVITAS WEALTH MANAGEMENT, LLC serves 178 high-net-worth clients according to their SEC filing dated April 15, 2024. View client details ↓
According to their SEC Form ADV, AVITAS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
AVITAS WEALTH MANAGEMENT, LLC manages $996 million in client assets according to their SEC filing dated April 15, 2024.
According to their SEC Form ADV, AVITAS WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.94
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 714
Discretionary Accounts: 714
Regulatory Filings
CRD Number: 291155
Last Filing Date: 2024-04-15 00:00:00
Website: https://avitaswealth.com