linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Avitas Wealth Management, LLC

Headquartered in LOS ANGELES, CA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Avitas Wealth Management, LLC is a Los Angeles-based wealth management firm with approximately $996 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting services. Avitas Wealth Management serves a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.

Avitas Wealth Management, LLC

1901 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$996.34M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

AVITAS WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

LOS ANGELES, CA

Advisors at Avitas Wealth Management, LLC

View All 10 Advisors
Unclaimed
Gunit Kaur Bedi

RA

LOS ANGELES, CA

View Profile
Unclaimed
James Scott Duncanson

RA

LOS ANGELES, CA

View Profile
Unclaimed
Amit Josef

CFP®, RA

LOS ANGELES, CA

View Profile
Unclaimed
Peter S Lee

CFA®, RA

LOS ANGELES, CA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Avitas Wealth Management, LLC is right for you?

Disclosures

There are no public disclosures for Avitas Wealth Management, LLC.

Frequently Asked Questions (7)

Not sure if Avitas Wealth Management, LLC is right for you?