Litvak Wealth, LLC
● SEC registered since 2023CRD 170805SEC# 801-127511Norwalk, CT
Reg. AUM
$536.1M
Employees
6
Accounts
224
Location
Norwalk, CT
Litvak Wealth, LLC assets under management
Litvak Wealth, LLC is an investment advisory firm registered with the SEC based in Norwalk, CT. The firm has been registered since 2023. It reports $536.1 million in regulatory assets under management and employs 6 people.
Litvak Wealth, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Claudia Litvak Polachek | Member | 5-10% | 2023 |
| Jeannette Litvak Levine | Member | 5-10% | 2023 |
| Jeffrey Peter Boris Control | Chief Investment Officer, Head Of Investments And Research | 10-25% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Litvak Wealth, LLC manage?
Litvak Wealth, LLC reports $536.1 million in regulatory assets under management on its Form ADV.
How many employees does Litvak Wealth, LLC have?
Litvak Wealth, LLC reports 6 employees.
Where is Litvak Wealth, LLC located?
Litvak Wealth, LLC is based in Norwalk, CT and has been SEC-registered since 2023.
Does Litvak Wealth, LLC disclose fund performance?
Litvak Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Washington Street, Suite 301e, Norwalk, CT 06854 |
| Phone | (203) 227-8000 |
| Fax | (203) 635-4368 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$536.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$536.1Mregulatory AUM
Discretionary $116.3MNon-discretionary $419.8M