LITVAK WEALTH, LLC

CRD 170805 · SEC 801-127511

50 WASHINGTON STREET, SUITE 301E, NORWALK, CT, 06854, United States

Phone

(203) 227-8000

Fax

(203) 635-4368

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$536.1M

Discretionary AUM

$116.3M

Team

6 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

Services

Portfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	17	$1.7M
High net worth individuals	58	$534.4M

CA, LA, NY, TX, CT

Official SEC filing: View on IAPD