|
⚲
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| Litvak Wealth LLC
✚
| |
|---|---|
| CRD # | 170805 |
| SEC # | 801-127511 |
| CIK # | |
| AUM | $449.0 MM (2024-03-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 203-227-8000 |
| Address | 50 Washington Street Norwalk, CT 06854 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 1.6 |
| (b) Individuals (high net worth individuals) | 59 | 447.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 179 | 449.0 |
| By Discretionary | ||
| Discretionary | 48 | 12.6 |
| Non-Discretionary | 131 | 436.4 |
| Total | 179 | 449.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 384.1 | |
| United States Persons | 64.9 | |
| Total | 179 | 449.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Diversified Financial Advisors LLC
✚
|
MO | 0.5 |
|
Envoy Advisory Inc
✚
|
CO | 0.5 |
|
Hamilton Wealth LLC
✚
|
CA | 0.5 |
|
Phraction Management LLC
✚
|
CT | 0.5 |
|
Fairfield Bush & Co
✚
|
CT | 0.4 |
|
Marin Financial Advisors LLC
✚
|
CA | 0.4 |
|
First Advisors National LLC
✚
|
GA | 0.4 |
|
Harvest Investment Consultants LLC
✚
|
MD | 0.4 |
|
IMC Advisors LLC
✚
|
IN | 0.4 |
|
HBC Financial Services PLLC
✚
|
WA | 0.4 |