Aevitas Wealth Management Inc

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Aevitas Wealth Management Inc
CRD #143873
SEC #801-68051
CIK #
AUM $465.6 MM (97% Disc, 100% US, 2020-03-18)
Employees7 (86% Investors, 0% Brokers)
Phone781-239-1180
Address10 Laurel Ave
Wellesley Hills, MA 02481
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
4703762821889402005201020152021
Sector Issuer Cap ($MM) Value ($MM)
JNJ 381,110.0 4.0
VHT 3.8
AAPL 1,372,810.0 3.6
PEP 180,030.0 3.5
MSFT 1,376,930.0 3.5
VXUS 3.0
VFH 2.9
AMZN 1,207,970.0 2.2
TJX 66,240.0 2.1
VPL 1.9
View All
Holdings by Sector ($)
0.10.10.10.00.00.02016201720182020
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20/20 Capital Management Inc
CA 0.5
Twelve Points Wealth Management LLC
MA 0.5
Dorsey Wright & Associates LLC
VA 0.5
Probity Advisors Inc
TX 0.5
Pennsylvania Capital Management Inc
PA 0.5
Lindner Capital Advisors Inc
GA 0.5
KDP Asset Management Inc
VT 0.5
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