Investment adviser · CRD 291155

AVITAS WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Apr 15, 2024

Regulatory AUM: $996M
Client accounts: 714
Employees: 12
Advisory professionals: 12

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	178	$896,102,390	89.9%
Corporations & businesses	7	$60,990,377	6.1%
Pooled investment vehicles	1	$23,432,823	2.4%
Individuals	52	$13,079,229	1.3%
Retirement plans	Fewer than 5	$1,853,027	0.2%
Charities	Fewer than 5	$882,848	0.1%

Filing source

Form ADV 1866142 · Apr 15, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AVITAS CAPITAL PRIVATE EQUITY ACCESS 2019, LPPrivate Equity Fund · Last reported Apr 15, 2024$23.4MGross asset value

Fund administrator ICAPITAL NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

KPMG LLP
PCAOB 85

Fund details & source

Fund ID: 805-6254949358
Reported beneficial owners: 55
Minimum commitment: $250K
Form D file number: 021-347959

Form ADV 1866142 · Apr 15, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 15, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting

Compensation

Percentage of assets · Performance-based

Principal office

1901 AVENUE OF THE STARS, SUITE 1901
LOS ANGELES, CA, 90067, United States

CRD 291155

Filing source

Form ADV 1866142 · Apr 15, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.