Litvak Wealth, LLC

Litvak Wealth, LLC (CRD# 170805) is a financial advisory firm headquartered in Norwalk, CT. They manage $449,007,175 in 179 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
50 Washington Street, Suite 301e, Norwalk, CT 06854
https://www.linkedin.com/company/litvak-
By the Numbers
  • Total Assets Under Management
    449
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $2,508,420
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, LA, NY, TX

Financial Advisors at Litvak Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Boris, financial advisor Norwalk CT
Jeffrey P. Boris
CRD#: 2684794
50 Washington Street, Suite 301e, Norwalk, CT 06854

Jeffrey Boris (CRD# 2684794) is an Investment Advisor Representative working at Litvak Wealth, LLC in Norwalk, CT and has over 28 years of experience in the finance industry.

2
Juliana Fajardo Andrade, financial advisor Norwalk CT
Juliana P. Fajardo Andrade
CRD#: 4765241
50 Washington Street, Suite 301e, Norwalk, CT 06854

Juliana Fajardo Andrade (CRD# 4765241) is an Investment Advisor Representative working at Litvak Wealth, LLC in Norwalk, CT and has over 17 years of experience in the finance industry.

3
Ricardo Litvak, financial advisor Norwalk CT
Ricardo J. Litvak
CRD#: 2476755
50 Washington Street, Suite 301e, Norwalk, CT 06854

Ricardo Litvak (CRD# 2476755) is an Investment Advisor Representative working at Litvak Wealth, LLC in Norwalk, CT and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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