# AVITAS WEALTH MANAGEMENT, LLC

AVITAS WEALTH MANAGEMENT, LLC of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 291155
- Type: SEC-registered investment adviser
- SEC file number: 801-112159
- Location: 1901 AVENUE OF THE STARS, SUITE 1901, LOS ANGELES, CA, 90067
- Phone: (424) 371-9010
- Latest filing: 2024-04-15
- Regulatory AUM: $996.3M
- Discretionary AUM: $996.3M
- Clients: 12
- Accounts: 714

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| JONES ASHLEY ANNE | TRUSTEE | — |
| JONES MARK A | TRUSTEE | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| EVANS KATHLEEN M | TRUSTEE | — |
| EVANS SCOTT DOUGLAS | TRUSTEE; TRUSTEE, MANAGER; TRUSTEE, MANAGER, AND CHIEF COMPLIANCE OFFICER | — |
| GERST CATHERINE ANNE | TRUSTEE | — |
| SATZ GREG ROBERT | TRUSTEE | — |
| TASLITZ ERIC HOWARD | TRUSTEE | — |
| GERST DANIEL COLTON | TRUSTEE | — |
| SATZ HILARY NMN | TRUSTEE | — |
| EVANS ELIZABETH MARY | TRUSTEE | — |
| TASLITZ ERIC H | TRUSTEE | — |
| Satz Hilary | TRUSTEE | — |
| DOWNES NATHANIEL STEVEN | CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| AVITAS CAPITAL PRIVATE EQUITY ACCESS 2019, LP | Private Equity Fund | — | 55 | $23.4M | $250K |


## Fund service providers (1)

- administrator: ICAPITAL

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291155/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291155/similar
- Related entities: https://search.stillhousedata.com/firm/291155/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291155

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.