Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > norwalk > LITVAK WEALTH, LLC
LITVAK WEALTH, LLC
50 Washington Street
Suite 301e
Norwalk, Connecticut 06854
Tel: (203) 227-8000
About LITVAK WEALTH, LLC
LITVAK WEALTH, LLC, formally registered with the SEC as LITVAK WEALTH, LLC. The firm was established in 03/24/2023. They have over 1 offices throughout the country.
LITVAK WEALTH, LLC is a Norwalk, Connecticut based Financial Planning firm with nearly $449,007,175 assets under management, offering retirement planning & investment advisory services to 179 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170805 |
| SEC# | 801-127511 |
| Assets Managed by Firm | $449,007,175 |
| No. of Clients | 179 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 179 | $449,007,175 |
| Individuals (other than high net worth individuals) | 12 | $1,610,039 |
| High net worth individuals | 59 | $447,397,136 |
More Retirement Planning firms in Norwalk, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Norwalk, Connecticut