Spivak Asset Management, LLC
Spivak Asset Management, LLC is an SEC-registered ria in Avon, CT with $439.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Spivak Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125714, SEC 801-81096, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $439.1M (2026-03-19)
- Firm type
- Ria
- Location
- Avon, CT
- Employees
- 1
- Clients
- 63
- CRD
- 125714
- Ownership
- SPIVAK, JAY, STUART
How much AUM does Spivak Asset Management, LLC have?
Spivak Asset Management, LLC reported $439.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Spivak Asset Management, LLC?
Disclosed owners and executives of Spivak Asset Management, LLC include SPIVAK, JAY, STUART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.