Peter
Lee
Avitas Wealth Management, LLC
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About this Advisor
Peter Lee is a financial advisor based in Los Angeles, California, working with Avitas Wealth Management, LLC. Peter has previously held positions at UBS and Avitas Wealth Management. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Peter is part of Avitas Wealth Management, LLC, which operates out of Los Angeles, California. The firm has 12 employees and manages assets totaling $996.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Avitas Wealth Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avitas Wealth Management, LLC Brokerage Details
$996,340,694
12
714
$1,395,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Peter Lee Work History
Avitas Wealth Management
Ubs
Disclosures
Please visit the SEC profile of Peter Lee 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 6/19/2024. 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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