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| Keyboard |
| Litvak Wealth LLC
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|---|---|
| CRD # | 170805 |
| SEC # | 801-127511 |
| CIK # | |
| AUM | 536.1 M (2026-03-06) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-227-8000 |
| Address | 50 Washington Street Norwalk, CT 06854 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 1.7 |
| (b) Individuals (high net worth individuals) | 58 | 534.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 536.1 |
| By Discretionary | ||
| Discretionary | 167 | 116.3 |
| Non-Discretionary | 57 | 419.8 |
| Total | 224 | 536.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 435.6 | |
| United States Persons | 100.5 | |
| Total | 224 | 536.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Weaver Capital Management LLC
✚
|
GA | 537.8 M |
|
Rareview Capital LLC
✚
|
NV | 537.5 M |
|
Redmond Asset Management LLC
✚
|
VA | 537.2 M |
|
Hinds Financial Group Inc
✚
|
CO | 536.9 M |
|
Novapoint Capital LLC
✚
|
GA | 536.2 M |
|
JGHendricks Financial Services LLC
✚
|
IL | 536.1 M |
|
Triagen Wealth Management LLC
✚
|
CA | 535.2 M |
|
Peak Financial Management Inc
✚
|
MA | 534.4 M |
|
Mezzasalma Advisors LLC
✚
|
NJ | 534.4 M |
|
USA Financial Formulas LLC
✚
|
MI | 534.4 M |