Avitas Wealth Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1901 Avenue of the Stars Ste 1901, Los A...

Phone Number

(424) 371-9010

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About Avitas Wealth Management

Avitas Wealth Management is a financial advisory firm that has partnered with Lido Advisors to enhance its services. The company focuses on offering tailored wealth management solutions to its clients. Their expertise is aimed at individuals and families seeking financial planning and investment management strategies. Avitas Wealth Management is committed to helping clients achieve their financial goals through personalized service.Explore more
Avitas Wealth Management's Social MediaPopular SearchesAvitas Wealth Management LLCAvitas Wealth ManagementAvitas WealthAvitas Capital Ascent Fund LPAvitas Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Avitas Wealth Management Org Chart

PhoneEmail
GB
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Senior Relationship Manager

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Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avitas Wealth Management

$5.2M
11-50
Private
-
2017
GB
Gunit BediSenior Relationship Manager
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
2003
CB
Craig BuhrFinancial Advisor
<$5M
1-10
Private
-
-
MM
Mitchell MaloneFounder & President
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
11-50
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Avitas Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Avitas Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Avitas Wealth Management.

Avitas Wealth Management Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Avitas Wealth Management

What is Avitas Wealth Management's official website?
Avitas Wealth Management's official website is www.avitaswealth.com
What is Avitas Wealth Management's Revenue?
Avitas Wealth Management's revenue is $5.2 Million
What is Avitas Wealth Management's SIC code?
Avitas Wealth Management's SIC: 62,628
What is Avitas Wealth Management's NAICS code?
Avitas Wealth Management's NAICS: 52,523
How many employees does Avitas Wealth Management have?
Avitas Wealth Management has 11-50 employees
What industry does Avitas Wealth Management belong to?
Avitas Wealth Management is in the industry of: Finance, Securities Trading
What is Avitas Wealth Management competition?
Avitas Wealth Management top competitors include: Isthmus Partners, Woodmont Investment Counsel, STA Wealth Management, QVest
What technology does Avitas Wealth Management use?
Some of the popular technologies that Avitas Wealth Management uses are: Barracuda Networks, Microsoft 365, GoDaddy DNS, Barracuda Email Security Gateway
How do I contact Avitas Wealth Management?
Avitas Wealth Management contact info: Phone number: (424) 371-9010 Website: www.avitaswealth.com
What does Avitas Wealth Management do?

Avitas Wealth Management is a financial advisory firm that has partnered with Lido Advisors to enhance its services. The company focuses on offering tailored wealth management solutions to its clients. Their expertise is aimed at individuals and families seeking financial planning and investment management strategies. Avitas Wealth Management is co... mmitted to helping clients achieve their financial goals through personalized service.Read More

What are Avitas Wealth Management social media links?
Avitas Wealth Management Linkedin page
Is Avitas Wealth Management a public company?
Avitas Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Avitas Wealth Management

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