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
By the Numbers
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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
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, TX, WA
Financial Advisors at Avitas Wealth Management, LLC
11
Rebecca Rang (CRD# 7379743) 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.
12
Thomas Ryan (CRD# 7424600) 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.
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