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).

Current Firm Details
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067
https://www.avitaswealth.com
By the Numbers
  • Total Assets Under Management
    996
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $1,395,435
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Avitas Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Gunit Bedi, financial advisor Los Angeles CA
Gunit K. Bedi
CRD#: 4549075
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

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.

2
Nathaniel Downes, financial advisor Los Angeles CA
Nathaniel S. Downes
CRD#: 2375274
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

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.

3
James Duncanson, financial advisor Los Angeles CA
James S. Duncanson
CRD#: 4908416
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

James Duncanson (CRD# 4908416) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

4
Catherine Gerst, financial advisor Los Angeles CA
Catherine A. Gerst
CRD#: 1602313
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

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.

5
Amit Josef, financial advisor Los Angeles CA
Amit Josef
CRD#: 6243613
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

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.

6
Peter Lee, financial advisor Los Angeles CA
Peter S. Lee
CRD#: 6147790
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

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.

7
Greg Satz, financial advisor Los Angeles CA
Greg R. Satz
CRD#: 1636767
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

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.

8
Eric Taslitz, financial advisor Los Angeles CA
Eric H. Taslitz
CRD#: 2746891
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

Eric Taslitz (CRD# 2746891) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has over 27 years of experience in the finance industry.

9
Kirstie Hunt, financial advisor Los Angeles CA
Kirstie N. Hunt
CRD#: 6600617
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

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.

10
Elbert Liu, financial advisor Los Angeles CA
Elbert H. Liu
CRD#: 7576882
1901 Avenue Of The Stars, Suite 1901, Los Angeles, CA 90067

Elbert Liu (CRD# 7576882) is an Investment Advisor Representative working at Avitas Wealth Management, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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