AVITAS WEALTH MANAGEMENT, LLC
AVITAS WEALTH MANAGEMENT, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 291155). Regulatory assets under management: $996.3M.
Registration
- CRD: 291155
- SEC file number: 801-112159
- Type: Registered investment adviser
- 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 | Gross asset value | Min investment |
|---|
| AVITAS CAPITAL PRIVATE EQUITY ACCESS 2019, LP | Private Equity Fund | — | 55 | $23.4M | $250K |
Fund service providers (1)
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