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LITVAK WEALTH, LLC
WESTON, CT
203-227-8000
SEC #801-79618Total AUM
$27.3M
Employees
4Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8 WRIGHT STREET
SUITE 107
WESTON
CT 06880
United States
SUITE 107
WESTON
CT 06880
United States
Operating Hours
8:30 AM-5:30 PM
Monday - Friday
Monday - Friday
Phone
203-227-8000
Financials
Total AUM
$27.3M
Accounts
38Discretionary
$0
Accounts
0Non-Discretionary
$27.3M
Accounts
38
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.