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LITVAK WEALTH, LLC

Tel: (203) 227-8000
50 Washington Street
Suite 301e
Norwalk, Connecticut  06854

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LITVAK WEALTH, LLC

LITVAK WEALTH, LLC is a Norwalk, Connecticut based financial advisory firm with nearly $449,007,175 in assets under management and provides investment advisory services for 179 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

170805

SEC#:

801-127511

No. of Clients:

179

Assets under Management

$449,007,175

No. of Advisors:

5

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