AVITAS WEALTH MANAGEMENT, LLC
CRD #291155 SEC #801-112159 LOS ANGELES, CA (424) 371-9010
SEC Registered Private Funds
Total AUM
$996.3M
Discretionary
$996.3M
Employees
12
Clients
51
Accounts
714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $996.3M | $996.3M | $0 | 12 | 0 |
| Mar 2024 | $996.3M | $996.3M | $0 | 12 | 0 |
| Sep 2023 | $853.7M | $853.7M | $0 | 12 | 0 |
| Mar 2023 | $853.7M | $853.7M | $0 | 12 | 0 |
| Nov 2022 | $1B | $1B | $0 | 14 | 0 |
| Sep 2022 | $1B | $1B | $0 | 14 | 0 |
| Sep 2022 | $1B | $1B | $0 | 14 | 0 |
| Mar 2022 | $1B | $1B | $0 | 13 | 0 |
| Apr 2021 | $897M | $897M | $0 | 13 | 0 |
| Apr 2021 | $897M | $897M | $0 | 13 | 0 |
| Mar 2021 | $897M | $897M | $0 | 13 | 0 |
| Oct 2020 | $771.6M | $771.6M | $0 | 11 | 0 |
| May 2020 | $771.6M | $771.6M | $0 | 11 | 0 |
| Mar 2020 | $771.6M | $771.6M | $0 | 11 | 0 |
| Sep 2019 | $642M | $642M | $0 | 10 | 0 |
| Mar 2019 | $642M | $642M | $0 | 10 | 0 |
| Apr 2018 | $762.5M | $639.8M | $122.7M | 9 | 0 |
| Mar 2018 | $762.5M | $639.8M | $122.7M | 9 | 0 |
| Jan 2018 | $0 | $0 | $0 | 9 | 0 |
| Dec 2017 | $0 | $0 | $0 | 9 | 0 |
| Dec 2017 | $0 | $0 | $0 | 9 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
DateApr 2024
Total AUM$996.3M
Discretionary$996.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$996.3M
Discretionary$996.3M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$853.7M
Discretionary$853.7M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$853.7M
Discretionary$853.7M
Non-Disc.$0
Employees12
Clients0
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients0
DateSep 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients0
DateSep 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$897M
Discretionary$897M
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$897M
Discretionary$897M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$897M
Discretionary$897M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$771.6M
Discretionary$771.6M
Non-Disc.$0
Employees11
Clients0
DateMay 2020
Total AUM$771.6M
Discretionary$771.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$771.6M
Discretionary$771.6M
Non-Disc.$0
Employees11
Clients0
DateSep 2019
Total AUM$642M
Discretionary$642M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$642M
Discretionary$642M
Non-Disc.$0
Employees10
Clients0
DateApr 2018
Total AUM$762.5M
Discretionary$639.8M
Non-Disc.$122.7M
Employees9
Clients0
DateMar 2018
Total AUM$762.5M
Discretionary$639.8M
Non-Disc.$122.7M
Employees9
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0