← Directory
LITVAK WEALTH, LLC
CRD 170805File 801-127511
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$536.1M
Above cohort median (national)
Discretionary AUM
$116.3M
Non-discretionary $419.8M
Clients
75
224 accounts
Employees
6
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 24, 2023
- Principal office
- 50 WASHINGTON STREET, SUITE 301E, NORWALK, CT, 06854
- Phone
- (203) 227-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $536.1M
- Discretionary AUM
- $116.3M
- Non-discretionary AUM
- $419.8M
- Discretionary accounts
- 167
- Non-discretionary accounts
- 57
- Total accounts
- 224
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 58 | $534.4M |
| Individuals (other than high net worth individuals) | 17 | $1.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.