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AVITAS WEALTH MANAGEMENT, LLC

LOS ANGELES, CA · CRD 291155 · IAPD ↗ · avitaswealth.com · (424) 371-9010

$996.3MRegulatory AUM
12Advisory reps
12Employees
0Clients
51-100Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — AVITAS WEALTH MANAGEMENT, LLC (LOS ANGELES, CA) left the SEC roster (was $996.3M RAUM, 12 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.