AVITAS WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	12
Investment Advisory/Research	12
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	12
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	714	$996.3M
Non-Discretionary	0	$0
Total	714	$996.3M

Clients

Type	Number	RAUM
Individuals	52	$13.1M
HNW Individuals	178	$896.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	1	$23.4M
Pension and profit sharing plans	<5	$1.9M
Charitable organizations	<5	$882,848
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$61.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPension consulting services
Compensation	% of AUMPerformance-based fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	973.5M

Portfolio Manager to Program	Sponsor
AVITAS WEALTH MANAGEMENT WRAP PROGRAM	AVITAS WEALTH MANAGEMENT, LLC

Identifiers

SEC RIA File Number	801-112159
SEC ERA File Number	801-112159
SEC CIK Numbers	1734565
SEC CRD Numbers	291155
Legal Entity Identifier	None

Principal Office

1901 AVENUE OF THE STARS
SUITE 1901
LOS ANGELES
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic