LP Profile

Litvak Wealth

Also known as litvak wealth

Wealth ManagerNorwalk, United StatesFounded 2014
$536M
Assets Under Management
Norwalk
Headquarters
Investment Focus

About Litvak Wealth

Litvak Wealth, part of Litvak & Co., is a boutique wealth management firm based in Norwalk, Connecticut, founded in 2014 by Ricardo Litvak. It acts as a fiduciary and offers a multifamily office experience for personal and corporate clients, working across generations and borders. The firm describes its services as personalized wealth management and custom investment solutions under Litvak Wealth, and financing, structuring and private banking counsel under Litvak Solutions. Reported assets under management are about USD 536 million.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Litvak Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$536.1M
Total Clients
224
Filing Date
March 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Litvak Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Litvak Wealth?

Litvak Wealth is a wealth manager based in Norwalk, United States, managing approximately $536M in assets.

Where is Litvak Wealth headquartered?

Litvak Wealth is headquartered in Norwalk, United States.

How much does Litvak Wealth manage?

Litvak Wealth manages approximately $536M in assets under management.

When was Litvak Wealth founded?

Litvak Wealth was founded in 2014.

How can I contact Litvak Wealth?

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