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Avitas Wealth Management

EST. AUM
$996,340,694

CONTACTS
3

CLIENT ACCOUNTS
714

Firm Details

Metro area Los Angeles
CRD Number 291155
Website avitaswealth.com
Client types

Overview

Avitas Wealth Management is a boutique asset manager and wealth advisory firm specializing in serving select multigenerational families. They offer institutional-style portfolio management, financial planning, Total Wealth Organization®, and exclusive access to private equity managers. Avitas is dedicated to being an independent advisor aligned with their clients' goals, committed to earning trust, and guiding families through every financial decision for a lifetime. Founded on the principle of removing distractions and conflicts, Avitas focuses solely on organizing their clients' wealth without being driven by sales commissions or hidden incentives, providing a unique and trusted advisor relationship.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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