Litvak Wealth, LLC
Litvak Wealth, LLC is an SEC-registered ria in Norwalk, CT with $536.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Litvak Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170805, SEC 801-127511, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $536.1M (2026-03-06)
- Firm type
- Ria
- Location
- Norwalk, CT
- Employees
- 6
- Clients
- 75
- CRD
- 170805
- Ownership
- LITVAK, RICARDO, JUAN; LITVAK & CO., LLC; FAJARDO ANDRADE, JULIANA, PAOLA; BORIS, JEFFREY, PETER; POLACHEK, CLAUDIA, LITVAK
How much AUM does Litvak Wealth, LLC have?
Litvak Wealth, LLC reported $536.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Litvak Wealth, LLC?
Disclosed owners and executives of Litvak Wealth, LLC include LITVAK, RICARDO, JUAN, LITVAK & CO., LLC, FAJARDO ANDRADE, JULIANA, PAOLA, BORIS, JEFFREY, PETER, POLACHEK, CLAUDIA, LITVAK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.