LeadIQ logo
Learn more at LeadIQ.com
Avitas Wealth Management logo

Avitas Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Avitas Wealth Management is a small financial services firm based in Century City, California, that provides wealth management services. It positions its client relationship as distinct from traditional advisor models, aiming to align guidance with clients' goals rather than sales-driven incentives. The firm emphasizes direct access to the people who manage client assets and seeks to minimize the broker-centric intermediary dynamic described in typical arrangements.

In December 2024, Avitas Wealth Management was acquired by Lido Advisors, a development that expands Lido's presence in the Los Angeles area. Based in Century City, the firm operates within the financial services sector as a small team focused on goal-oriented wealth management.

Find Avitas Wealth Management employees' phone numbers or email addresses

Avitas Wealth Management Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Europe
2

Minus sign iconPlus sign icon
  • Austria
    2

Avitas Wealth Management's Leadership

  • Managing Partner at Avitas Wealth Management
    N. A. L.
    Managing Partner
    Mobile Phone
  • Managing Director at Avitas Wealth Management
    J. H.
    Managing Director
    Mobile Phone
  • Senior Wealth Advisor at Avitas Wealth Management
    A. J.
    Senior Wealth Advisor
    Mobile Phone

Avitas Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Avitas Wealth Management

Name
Title
Contact
Location
Last Update
  • Managing Partner at Avitas Wealth Management
    N. A. L.
    Managing Partner
    Mobile Phone
    Austria, Vienna
    Aug 28, 2026
  • Managing Director at Avitas Wealth Management
    J. H.
    Managing Director
    Mobile Phone
    Oct 21, 2024
  • Senior Wealth Advisor at Avitas Wealth Management
    A. J.
    Senior Wealth Advisor
    Mobile Phone
    Sep 09, 2026

Frequently Asked Questions

What is Avitas Wealth Management known for?

Minus sign iconPlus sign iconAvitas Wealth Management was founded in 2017 and operates in the Financial Services industry. Explore Avitas Wealth Management's company overview page for more information.

What is Avitas Wealth Management's most common email format?

Minus sign iconPlus sign iconAvitas Wealth Management employees' email format typically follows the pattern of First@avitaswealth.com. Trying to find reliable and up-to-date employee contact data? Find more Avitas Wealth Management email formats with LeadIQ.

How many employees does Avitas Wealth Management have currently?

Minus sign iconPlus sign iconAvitas Wealth Management has approximately 7 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Avitas Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Avitas Wealth Management's key employees include:

  • Managing Partner: N. A. L.
  • Managing Director: J. H.
  • Senior Wealth Advisor: A. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.