LITVAK WEALTH, LLC
CRD #170805 SEC #801-127511 NORWALK, CT (203) 227-8000
SEC Registered
Total AUM
$486.5M
Discretionary
$67.8M
Employees
6
Clients
--
Accounts
197
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $486.5M | $67.8M | $418.7M | 6 | 1 |
| Jun 2025 | $486.5M | $67.8M | $418.7M | 6 | 1 |
| Mar 2025 | $486.5M | $67.8M | $418.7M | 6 | 1 |
| Dec 2024 | $449M | $12.6M | $436.4M | 5 | 2 |
| Mar 2024 | $449M | $12.6M | $436.4M | 5 | 2 |
| Feb 2023 | $410.7M | $15.8M | $395M | 4 | 0 |
| Apr 2015 | $27.3M | $0 | $27.3M | 4 | 11 |
| Mar 2015 | $27.3M | $0 | $27.3M | 4 | 11 |
| Mar 2015 | $27.3M | $0 | $27.3M | 4 | 11 |
| Mar 2015 | $27.3M | $0 | $27.3M | 4 | 11 |
| Jun 2014 | $0 | $0 | $0 | 2 | 0 |
| Apr 2014 | $0 | $0 | $0 | 2 | 0 |
DateJun 2025
Total AUM$486.5M
Discretionary$67.8M
Non-Disc.$418.7M
Employees6
Clients1
DateJun 2025
Total AUM$486.5M
Discretionary$67.8M
Non-Disc.$418.7M
Employees6
Clients1
DateMar 2025
Total AUM$486.5M
Discretionary$67.8M
Non-Disc.$418.7M
Employees6
Clients1
DateDec 2024
Total AUM$449M
Discretionary$12.6M
Non-Disc.$436.4M
Employees5
Clients2
DateMar 2024
Total AUM$449M
Discretionary$12.6M
Non-Disc.$436.4M
Employees5
Clients2
DateFeb 2023
Total AUM$410.7M
Discretionary$15.8M
Non-Disc.$395M
Employees4
Clients0
DateApr 2015
Total AUM$27.3M
Discretionary$0
Non-Disc.$27.3M
Employees4
Clients11
DateMar 2015
Total AUM$27.3M
Discretionary$0
Non-Disc.$27.3M
Employees4
Clients11
DateMar 2015
Total AUM$27.3M
Discretionary$0
Non-Disc.$27.3M
Employees4
Clients11
DateMar 2015
Total AUM$27.3M
Discretionary$0
Non-Disc.$27.3M
Employees4
Clients11
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0