What departments does Avitas Wealth Management have?

Avitas Wealth Management has employees across 1 departments including Consultant.

What is the largest department at Avitas Wealth Management?

The largest department at Avitas Wealth Management is Consultant with 1 employees.

Where are Avitas Wealth Management employees located globally?

Avitas Wealth Management has employees across 2 continents and 2 countries including Austria, United States Of America.

How has Avitas Wealth Management's team size changed over time?

Avitas Wealth Management's team has decreased from approximately 6 to 5 employees based on available data.

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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.

Avitas Wealth Management Global Highlights

North America
8

United States Of America
8

Europe
2

Austria
2

Avitas Wealth Management's Leadership

N. A. L.
Managing Partner
Mobile Phone
Email
J. H.
Managing Director
Mobile Phone
Email
A. J.
Senior Wealth Advisor
Mobile Phone
Email

Avitas Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Avitas Wealth Management

Name

Title

Contact

Location

Last Update

N. A. L.
Managing Partner
Mobile Phone
Email
AustriaVienna
Jun 27, 2026
J. H.
Managing Director
Mobile Phone
Email
Oct 21, 2024
A. J.
Senior Wealth Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Avitas Wealth Management known for?

Avitas Wealth Management was founded in 2017 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?

Avitas Wealth Management employees' email format typically follows the pattern of . 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?

Avitas Wealth Management has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

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

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Avitas Wealth Management Employee Directory

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