Litvak Wealth, LLC

Litvak Wealth, LLC (CRD# 170805) is a financial advisory firm headquartered in Westport, CT. They manage $66,187,246 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $1,323,745
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Litvak Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey P. Boris
CRD#: 2684794
8 Wright Street, Westport, CT 06880
93
Wealthminder
score

Jeffrey Boris (CRD# 2684794) is an Investment Advisor Representative working at Litvak Wealth, LLC in Westport, CT and has over 20 years of experience in the finance industry.

2
Juliana P. Fajardo Andrade
CRD#: 4765241
8 Wright Street, Westport, CT 06880
93
Wealthminder
score

Juliana Fajardo Andrade (CRD# 4765241) is an Investment Advisor Representative working at Litvak Wealth, LLC in Westport, CT and has over 9 years of experience in the finance industry.

3
Ricardo J. Litvak
CRD#: 2476755
8 Wright Street, Westport, CT 06880
93
Wealthminder
score

Ricardo Litvak (CRD# 2476755) is an Investment Advisor Representative working at Litvak Wealth, LLC in Westport, CT and has over 22 years of experience in the finance industry.

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