AVITAS WEALTH MANAGEMENT, LLC

1901 Avenue Of The Stars
Suite 1901
Los Angeles, California 90067
Tel: (424) 371-9010

About AVITAS WEALTH MANAGEMENT, LLC

AVITAS WEALTH MANAGEMENT, LLC, formally registered with the SEC as AVITAS WEALTH MANAGEMENT, LLC. The firm was established in 12/14/2017. They have over 1 offices throughout the country.

AVITAS WEALTH MANAGEMENT, LLC is a Los Angeles, California based Financial Planning firm with nearly $996,340,694 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291155
SEC#	801-112159
Assets Managed by Firm	$996,340,694
No. of Clients	714
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	714	$996,340,694
Individuals (other than high net worth individuals)	52	$13,079,229
High net worth individuals	178	$896,102,390
Pension and profit sharing plans	Fewer than 5 clients	$1,853,027
Charitable organizations	Fewer than 5 clients	$882,848
Corporations or other businesses	7	$60,990,377

More Retirement Planning firms in Los Angeles, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Los Angeles, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.