# Litvak Wealth, LLC

> Litvak Wealth, LLC is an SEC-registered investment advisory firm in Norwalk, CT, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 170805
- Filed as: LITVAK WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norwalk, CT
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170805
- AdvisorCensus page: https://advisorcensus.com/firm/litvak-wealth-llc-norwalk-ct-170805

## Quick answers

**How is Litvak Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Litvak Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Litvak Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Litvak Wealth, LLC located?**
Litvak Wealth, LLC's principal office is in Norwalk, CT, according to its Form ADV.

**Is Litvak Wealth, LLC registered with the SEC or a state?**
Litvak Wealth, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 170805.

**How much does Litvak Wealth, LLC manage?**
Litvak Wealth, LLC reports $536,086,765 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (22% discretionary).

**How have Litvak Wealth, LLC's assets and staff changed since 2023?**
In the Form ADV data for Litvak Wealth, LLC: Regulatory assets under management: $410,735,531 in the October 2023 data and $536,086,765 in the October 2026 data, up 31%. Total employees: 4 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Litvak Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (58); individuals (other than high net worth individuals) (17).

**Which custodians does Litvak Wealth, LLC use?**
Litvak Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer & Co. Ltd, Fidelity Brokerage Services LLC and UBS Switzerland AG as custodians holding 10% or more of its separately managed account assets.

**Does Litvak Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170805

**Does Litvak Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Litvak generally requires a minimum relationship size of $2,000,000, which may be reduced at the sole discretion of the Advisor."

**What changed in Litvak Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $486,526,746 to $536,086,765 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Investment advisory fees range up to 1.50% annually. Certain Clients may be offered a tiered fee schedule.

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> Litvak generally requires a minimum relationship size of $2,000,000, which may be reduced at the sole discretion of the Advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank Julius Baer & Co. Ltd
- Fidelity Brokerage Services LLC
- UBS Switzerland AG

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $536,086,765
- Discretionary: $116,262,287
- Non-discretionary: $419,824,478

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $1,735,881 |
| High net worth individuals | 58 | $534,350,884 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [litvakandco.com/LITVAK-WEALTH](https://litvakandco.com/LITVAK-WEALTH)
- LinkedIn @litvak-&-co-
- X @LitvakandCo

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $410,735,531 | 4 | February 21, 2023 |
| October 2024 | $449,007,175 | 5 | March 7, 2024 |
| October 2025 | $486,526,746 | 6 | June 26, 2025 |
| October 2026 | $536,086,765 | 6 | March 6, 2026 |

Regulatory assets under management: $410,735,531 in the October 2023 data and $536,086,765 in the October 2026 data, up 31%.
Total employees: 4 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $486,526,746 to $536,086,765 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Litvak Wealth, LLC (CRD 170805): Form ADV filing data as of October 2026.