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Building 2LITVAK WEALTH, LLC

Map pinNORWALK, CT
Phone(203) 227-8000
NotebookSEC #801-127511
Total AUM
$536.1M
Employees
6
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 WASHINGTON STREET
SUITE 301E
NORWALK
CT 06854
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
(203) 227-8000

ReceiptFinancials

Total AUM
$536.1M
Accounts
224
Discretionary
$116.3M
Accounts
167
Non-Discretionary
$419.8M
Accounts
57

ContactClients

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Individual Clients
17
AUM
$1.7M
HNW Individual Clients
58
AUM
$534.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTLANYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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