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Peter S Lee

Avitas Wealth Management, LLC

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About Peter S Lee

Peter S. Lee is a financial advisor at Avitas Wealth Management, LLC. Peter is a Chartered Financial Analyst and has been in the industry since 2012. Peter is registered with the state of California and Texas and is a registered Investment Adviser Representative. Peter is a member of the Series 7, Series 63, Series 65 and SIE exam categories and his focus areas include, but are not limited to, financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles.

Firm Information

Peter Lee is currently registered with Avitas Wealth Management, LLC. 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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percentage of assets

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

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performance-based fees

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

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Peter Lee’s Registration & Firm History

CA

11/09/2018 - Present

Avitas Wealth Management, LLC (LOS ANGELES CA)

CA

01/24/2013 - 12/11/2017

UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)

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Licenses & Designations

BC

Issued 08/03/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter S Lee.
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