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| Avitas Wealth Management LLC
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| |
|---|---|
| CRD # | 291155 |
| SEC # | 801-112159 |
| CIK # | 0001734565 |
| AUM | $996.3 MM (2024-03-26) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 424-371-9010 |
| Address | 1901 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 40.5 | |
| AAPL | 2,382,844.0 | 39.6 | |
| MSFT | 1,918,222.4 | 38.6 | |
| GOOGL | 1,475,138.5 | 27.0 | |
| AMZN | 1,092,997.8 | 23.1 | |
| COST | 207,576.9 | 20.2 | |
| LLY | 301,789.7 | 16.4 | |
| JPM | 340,169.2 | 13.7 | |
| WMT | 335,434.5 | 11.0 | |
| META | 434,852.0 | 10.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Avitas Capital Private Equity Access 2019 LP | [2019-09-06] | 0.0 | 23.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 13.1 |
| (b) Individuals (high net worth individuals) | 178 | 896.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 23.4 |
| (g) Pension and profit sharing plans | 0 | 1.9 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 61.0 |
| (n) Other | 0 | 0.0 |
| Total | 714 | 996.3 |
| By Discretionary | ||
| Discretionary | 714 | 996.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 714 | 996.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 996.3 | |
| Total | 714 | 996.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Russell Evans | 8 | ||
| Eric Taslitz | 5 | ||
| Catherine Gerst | 5 | ||
| Avitas Wealth Management LLC | 1 | ||
| Greg Satz | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001734565] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Agili PC
✚
|
VA | 1.1 |
|
Oakridge Management Group LLC
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CT | 1.1 |
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Godwin Capital Group LLC
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GA | 1.1 |
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Henry H Armstrong Associates Inc
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PA | 1.1 |
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Hunter Associates Investment Management LLC
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PA | 1.0 |
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McKinley Capital Management LLC
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AK | 1.0 |
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Curated Wealth Partners LLC
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|
CA | 1.0 |
|
Berkeley Capital Partners LLC
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|
GA | 0.9 |
|
Ellsworth Advisors LLC
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OH | 0.9 |
|
Hunter Perkins Capital Management LLC
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|
IL | 0.9 |