Avitas Wealth Management, LLC
Avitas Wealth Management, LLC (CRD# 291155) is a financial advisory firm headquartered in Los Angeles, CA. They manage $996,340,694 in 714 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management996MILLION
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Total Number of Accounts714ACCOUNTS
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Average Account Value$1,395,435
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, NY, TX, WA
Gunit Bedi (CRD# 4549075) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.
Nathaniel Downes (CRD# 2375274) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 30 years of experience in the finance industry.
James Duncanson (CRD# 4908416) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.
Catherine Gerst (CRD# 1602313) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 36 years of experience in the finance industry.
Amit Josef (CRD# 6243613) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.
Peter Lee (CRD# 6147790) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
Greg Satz (CRD# 1636767) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 34 years of experience in the finance industry.
Eric Taslitz (CRD# 2746891) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.
Kirstie Hunt (CRD# 6600617) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.
Elbert Liu (CRD# 7576882) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.