Avitas Wealth Management LLC

Avitas Wealth Management LLC is a financial management company based in DE and legally known as AVITAS WEALTH MANAGEMENT, LLC. The firm boasts 10 employees, all of whom are involved in advisory roles. While the number of clients served is unknown, it is noteworthy that the company holds an Approved status with the SEC, and was registered on December 14, 2017.

• CATHERINE ANNE GERST

  TRUSTEE owns more than 10% but less than 25%

• DANIEL COLTON GERST

  TRUSTEE owns less than 5%

• ELIZABETH MARY EVANS

  TRUSTEE owns less than 5%

• ERIC HOWARD TASLITZ

  TRUSTEE owns more than 10% but less than 25%

• GREG ROBERT SATZ

  TRUSTEE owns more than 25% but less than 50%

• HILARY NMN SATZ

  TRUSTEE owns less than 5%

• JONES TASLITZ TRUST

  MEMBER owns more than 10% but less than 25%

• RUSSELL DOUGLAS EVANS

  TRUSTEE, MANAGER, AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%

• RUTH ANNE JONES

  TRUSTEE owns less than 5%

• THE EVANS FAMILY TRUST

  MEMBER owns more than 25% but less than 50%

• THE GERST FAMILY TRUST

  MEMBER owns more than 10% but less than 25%

• THE SATZ 1993 TRUST

  MEMBER owns more than 25% but less than 50%

• ERIC H. TASLITZ

  TRUSTEE

• ICAPITAL
  United States

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• Avitas Wealth Management LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Investment Portfolio Changes: Avitas Wealth Management LLC Q3 2022 vs. Q4 2022