SEC Form ADV

LITVAK WEALTH, LLC

Firm profile: Litvak Wealth — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCT

$536.1M

Assets Under Management

224

Total Clients

Employees

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Registration Details

Accession: CRD-170805
Location: NORWALK, CT
Filing Date: March 6, 2026
AUM: $536.1M
Total Clients: 224
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

LITVAK WEALTH, LLC is a registered investment adviser headquartered in NORWALK, CT, managing approximately $536.1M in assets across 224 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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