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AVITAS WEALTH MANAGEMENT, LLC
AVITAS WEALTH MANAGEMENT, LLC
LOS ANGELES, California
·
4 registered advisors
·
CRD# 291155
SEC# 801-112159
0
(424) 371-9010
01
Firm Overview
AUM
$996M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at AVITAS WEALTH MANAGEMENT, LLC
4 registered advisors
Daniel Colton Gerst
LOS ANGELES, California
CRD# 6887241
Elizabeth Mary Evans
LOS ANGELES, California
CRD# 6887244
Hilary Nmn Satz
LOS ANGELES, California
CRD# 6887243
Ruth Anne Jones
LOS ANGELES, California
CRD# 6887245
05
Office Locations
LOS ANGELES, California
4 advisors
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Data sourced from SEC Form ADV filings. AVITAS WEALTH MANAGEMENT, LLC (CRD# 291155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.