Avitas Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

We believe a relationship with Avitas will look and feel very different from the typical financial advisor relationship you may have experienced in the past. Often, advice can be motivated more by commissions than by your best interests. You may have felt frustrated being unable to speak personally with the people who managed your money. Your broker was more of an intermediary than an asset manager. Or you may have found yourself listening to sales pitches about exotic strategies, proprietary products, or hundred-page financial plans—when all you really wanted to talk about was your goals and getting your financial life organized

Find Avitas Wealth Management employees' phone numbers or email addresses

Avitas Wealth Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Europe
1

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  • Austria
    1

Avitas Wealth Management's Leadership

  • Stylized image of a person
    N. A. L.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. D.
    Managing Director
    Phone icon
  • Stylized image of a person
    J. H.
    Managing Director
    Phone icon
  • Stylized image of a person
    A. J.
    Senior Wealth Advisor
    Phone icon

Contact profiles from Avitas Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    N. A. L.
    Managing Partner
    Phone icon
    AustriaVienna
    Nov 10, 2025
  • Stylized image of a person
    S. D.
    Managing Director
    Phone icon
    United States
    Nov 19, 2025
  • Stylized image of a person
    J. H.
    Managing Director
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    A. J.
    Senior Wealth Advisor
    Phone icon
    Apr 22, 2024

Frequently Asked Questions

What is Avitas Wealth Management known for?

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Avitas Wealth Management was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 1901 Avenue of The Stars, Suite 1901. Explore Avitas Wealth Management's company overview page for more information.

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

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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?

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Avitas Wealth Management has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

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As of December 2025, Avitas Wealth Management's key employees include:

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

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