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

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