Advertisement
Screener

Avitas Wealth Management LLC Info

Avitas Wealth Management LLC info

Avitas Wealth Management LLC (SEC CIK 1734565) first filed with the SEC on 2018-08-13 (Form 13F-HR) and has filed 29 times since, including 27 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 1901 AVENUE OF THE STARS, SUITE 1901, LOS ANGELES, CA, 90067.

  • Name: Value Avitas Wealth Management LLC.
  • SEC CIK: Value 1734565.
  • State of organization: Value DE.
  • Business address: Value 1901 AVENUE OF THE STARS, SUITE 1901, LOS ANGELES, CA, 90067.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameAvitas Wealth Management LLC
SEC CIK1734565
State of organizationDE
Business address1901 AVENUE OF THE STARS, SUITE 1901, LOS ANGELES, CA, 90067
Mailing address1901 AVENUE OF THE STARS, SUITE 1901, LOS ANGELES, CA, 90067
Phone4243719010
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2018-08-13 (Form 13F-HR)
Latest SEC filing2025-01-27 (Form 13F-HR)
Filings on EDGAR29
First Form 13F-HR2018-08-13 (quarter ended 2018-06-30)
Latest Form 13F-HR2025-01-27 (quarter ended 2024-12-31)
Form 13F-HR filings27

Filings by Form

FormFilingsLatest
13F-HR272025-01-27
13F-HR/A12018-12-19
N-PX12024-08-20

Filings by Year

YearFilingsForm 13F-HR
202511
202454
202344
202244
202144
202044
201944
201832

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet