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Building 2AVITAS WEALTH MANAGEMENT, LLC

Map pinLOS ANGELES, CA
Phone(424) 371-9010
NotebookSEC #801-112159
Total AUM
$996.3M
Employees
12
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 AVENUE OF THE STARS
SUITE 1901
LOS ANGELES
CA 90067
United States
Operating Hours
6:30AM - 4:00PM
Monday - Friday
Phone
(424) 371-9010

ReceiptFinancials

Total AUM
$996.3M
Accounts
714
Discretionary
$996.3M
Accounts
714
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$13.1M
HNW Individual Clients
178
AUM
$896.1M
Pooled Vehicle Clients
1
AUM
$23.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
1
AUM
$882.8K
Corporation or Business Clients
7
AUM
$61M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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