Litvak Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Norwalk, CT. Its latest Form ADV filing, dated March 6, 2026, reports $536M in regulatory assets under management, 6 employees, and 224 accounts.
Assets Under Management
$536M
Employees
6
Offices
--
Total Clients
75
Primary office
NORWALK, CT
50 WASHINGTON STREET, SUITE 301E, NORWALK, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.3% of total clients.
Top client categories% of clientsClients
1
HNWI
77.3%
58
2
Individuals
22.7%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$536Mas of March 6, 2026
Discretionary21.7%
$116M
22% of total RAUM21.7%
Non-discretionary78.3%
$420M
78% of total RAUM78.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$536M
Total Accounts224
10Y AUM Change+$125M (+30.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee13:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.