|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Litvak Wealth LLC
✚
|
|
|---|---|
| CRD # | 170805 |
| SEC # | 801-127511 |
| CIK # | |
| AUM | $486.5 M (2025-06-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 203-227-8000 |
| Address | 50 Washington Street Norwalk, CT 06854 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 1.0 |
| (b) Individuals (high net worth individuals) | 59 | 485.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 486.5 |
| By Discretionary | ||
| Discretionary | 128 | 67.8 |
| Non-Discretionary | 69 | 418.7 |
| Total | 197 | 486.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 425.0 | |
| United States Persons | 61.5 | |
| Total | 197 | 486.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Halter Ferguson Financial Inc
✚
|
IN | 0.5 |
|
Marin Financial Advisors LLC
✚
|
CA | 0.5 |
|
Dedora Capital Inc
✚
|
CA | 0.5 |
|
Milestone Financial Planning LLC
✚
|
NH | 0.5 |
|
Vela Investment Management LLC
✚
|
OH | 0.5 |
|
Affiliated Private Investors LLC
✚
|
FL | 0.5 |
|
Prasad Wealth Partners LLC
✚
|
OH | 0.5 |
|
Seeds Investor LLC
✚
|
NY | 0.5 |
|
Potentia RIA LLC
✚
|
CA | 0.5 |
|
Accredited Investor Services LLC
✚
|
MN | 0.5 |