LITVAK WEALTH, LLC

CRD #170805 SEC #801-127511 NORWALK, CT (203) 227-8000

SEC Registered

Total AUM

$486.5M

Discretionary

$67.8M

Employees

Clients

Accounts

197

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 26, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BORIS, JEFFREY, PETER	I	CHIEF INVESTMENT OFFICER, HEAD OF INVESTMENTS AND RESEARCH	NA	Control
BORIS, JEFFREY, PETER	I	CHIEF INVESTMENT OFFICER, HEAD OF INVESTMENTS AND RESEARCH	NA	Control
BORIS, JEFFREY, PETER	I	CHIEF INVESTMENT OFFICER, HEAD OF INVESTMENTS AND RESEARCH	NA	Control
BORIS, JEFFREY, PETER	I	CHIEF INVESTMENT OFFICER, HEAD OF INVESTMENTS AND RESEARCH	NA	Control
BORIS, JEFFREY, PETER	I	CHIEF INVESTMENT OFFICER, HEAD OF INVESTMENTS AND RESEARCH	NA	Control
BORIS, JEFFREY, PETER	I	CHIEF INVESTMENT OFFICER, HEAD OF INVESTMENTS AND RESEARCH	NA	Control
FAJARDO ANDRADE, JULIANA, PAOLA	I	PRESIDENT, COO AND CCO	NA	Control
FAJARDO ANDRADE, JULIANA, PAOLA	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
FAJARDO ANDRADE, JULIANA, PAOLA	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
FAJARDO ANDRADE, JULIANA, PAOLA	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
FAJARDO ANDRADE, JULIANA, PAOLA	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
FAJARDO ANDRADE, JULIANA, PAOLA	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
FAJARDO ANDRADE, JULIANA, PAOLA	I	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	NA	Control
LITVAK, RICARDO, JUAN	I	FOUNDER AND CEO	NA	Control
LITVAK, RICARDO, JUAN	I	FOUNDER AND CEO	NA	Control
LITVAK, RICARDO, JUAN	I	FOUNDER AND CEO	NA	Control
LITVAK, RICARDO, JUAN	I	FOUNDER AND CEO	NA	Control
LITVAK, RICARDO, JUAN	I	FOUNDER AND CEO	NA	Control
LITVAK, RICARDO, JUAN	I	FOUNDER AND CEO	NA	Control
LITVAK, RICARDO, JUAN	I	FOUNDER AND CEO	NA	Control
LITVAK & CO., LLC	DE	OWNER - HOLDING COMPANY	E	Control
LITVAK, RICARDO, JUAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
LITVAK, RICARDO, JUAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
LITVAK, RICARDO, JUAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
LITVAK, RICARDO, JUAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
LITVAK, RICARDO, JUAN	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
LITVAK & CO., LLC	DE	OWNER - HOLDING COMPANY	D	Control
LITVAK & CO., LLC	DE	OWNER - HOLDING COMPANY	D	Control
LITVAK & CO., LLC	DE	OWNER - HOLDING COMPANY	D	Control
LITVAK & CO., LLC	DE	OWNER - HOLDING COMPANY	D	Control
LITVAK & CO., LLC	DE	OWNER - HOLDING COMPANY	D	Control
LITVAK & CO., LLC	DE	OWNER - HOLDING COMPANY	D	Control
LEVINE, JEANNETTE, LITVAK	I	MEMBER	A
LEVINE, JEANNETTE, LITVAK	I	MEMBER	A
LEVINE, JEANNETTE, LITVAK	I	MEMBER	A
LEVINE, JEANNETTE, LITVAK	I	MEMBER	A
LEVINE, JEANNETTE, LITVAK	I	MEMBER	A
LEVINE, JEANNETTE, LITVAK	I	MEMBER	A
POLACHEK, CLAUDIA, LITVAK	I	MEMBER	A
POLACHEK, CLAUDIA, LITVAK	I	MEMBER	A
POLACHEK, CLAUDIA, LITVAK	I	MEMBER	A
POLACHEK, CLAUDIA, LITVAK	I	MEMBER	A
POLACHEK, CLAUDIA, LITVAK	I	MEMBER	A
POLACHEK, CLAUDIA, LITVAK	I	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
LITVAK, RICARDO, JUAN	I	LITVAK & CO., LLC	E	Control
LITVAK, RICARDO, JUAN	I	LITVAK & CO, LLC	E	Control
LITVAK, RICARDO, JUAN	I	LITVAK & CO, LLC	E	Control
LITVAK, RICARDO, JUAN	I	LITVAK & CO, LLC	E	Control
LITVAK, RICARDO, JUAN	I	LITVAK & CO., LLC	E	Control
LITVAK, RICARDO, JUAN	I	LITVAK & CO., LLC	E	Control
LITVAK, RICARDO, JUAN	I	LITVAK & CO., LLC	E	Control

Registrations

Federal

Jun 26, 2025 REGISTERED

Notice Filings (5)

CA CT LA NY TX

Address

50 WASHINGTON STREET
SUITE 301E
NORWALK, CT 06854
United States

Phone: (203) 227-8000