Eric
Taslitz
Avitas Wealth Management, LLC
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About this Advisor
Eric Taslitz is a financial advisor working out of Los Angeles, California with 6 years of industry experience. Taslitz is on the advisory team at Avitas Wealth Management, LLC. Taslitz has gained experience at Pks Advisory Services, LLC, Avitas Wealth Management, LLC and Ubs Financial Services Inc. Taslitz holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Avitas Wealth Management, LLC is a financial advisory business operating out of Los Angeles, CA. It administers $854 million in total assets across its 675 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 675 client accounts, 75% are associated with high-net-worth clients who have at least $1 million in assets. The company performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Fees charged by financial advisors typically depend on the financial services. However, fee types billed by Avitas Wealth Management, LLC may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avitas Wealth Management, LLC Brokerage Details
$853,691,630
12
675
$1,264,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Eric Taslitz Work History
Eric has been registered as a financial advisor for 6 years.*
Avitas Wealth Management, LLC
Pks Advisory Services, LLC
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Taslitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avitas Wealth Management, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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