Avitas Wealth Management LLC
Legal Name: AVITAS WEALTH MANAGEMENT, LLC
Full Contact Details
Other Info
Avitas Wealth Management LLC is legally known as AVITAS WEALTH MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 10 employees, of which 10 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 14, 2017.
Avitas Wealth Management
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Direct Owners
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CATHERINE ANNE GERST
TRUSTEE owns more than 10% but less than 25%
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DANIEL COLTON GERST
TRUSTEE owns less than 5%
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ELIZABETH MARY EVANS
TRUSTEE owns less than 5%
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ERIC HOWARD TASLITZ
TRUSTEE owns more than 10% but less than 25%
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GREG ROBERT SATZ
TRUSTEE owns more than 25% but less than 50%
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HILARY NMN SATZ
TRUSTEE owns less than 5%
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JONES TASLITZ TRUST
MEMBER owns more than 10% but less than 25%
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RUSSELL DOUGLAS EVANS
TRUSTEE, MANAGER, AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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RUTH ANNE JONES
TRUSTEE owns less than 5%
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THE EVANS FAMILY TRUST
MEMBER owns more than 25% but less than 50%
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THE GERST FAMILY TRUST
MEMBER owns more than 10% but less than 25%
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THE SATZ 1993 TRUST
MEMBER owns more than 25% but less than 50%
Indirect Owners
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ERIC H. TASLITZ
TRUSTEE
Administrators
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ICAPITAL
United States