| 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 | Under 5% | 2015 |
Litvak Wealth, LLC reports $486.5 million in regulatory assets under management on its Form ADV.
Litvak Wealth, LLC reports 6 employees.
Litvak Wealth, LLC is based in Norwalk, CT and has been SEC-registered since 2023.
Litvak Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $67.8M |
| Non-discretionary | $418.7M |
| Total (RAUM) | $486.5M |