Avitas Wealth Management, LLC

Avitas Wealth Management, LLC is an independent advisory firm established in November 2017, offering comprehensive financial advice and retirement planning through in-house asset management and the Total Wealth Organization. The firm manages assets of $996,960,303 on a discretionary basis and provides services to individuals, pension plans, trusts, and more. AWM offers financial planning, consulting services, and discretionary management of investment portfolios, tailored to individual client needs. The firm may recommend private fund investments, with a minimum investment of $250,000 for the Access Fund. AWM charges fees ranging from 0.20% to 1.50% per annum for managed accounts and 0.25% to 1.00% per annum for retirement plan consulting. The firm acts as a fiduciary, providing investment discretion and voting client securities. AWM's investment strategies prioritize capital preservation and realistic returns, with a focus on tax sensitivity. The firm discloses its brokerage practices, including the use of Schwab for custody, brokerage, and clearing services, and its proxy voting policies. AWM has not been involved in any material legal or disciplinary events and does not require prepayment exceeding $1,200.