LITVAK WEALTH, LLC

Overview

Litvak Wealth, LLC is an SEC-registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm bills on a percentage-of-AUM basis and provides portfolio management for individuals and small businesses, along with selecting external managers when appropriate. Its ownership includes both an individual and a domestic entity, and the adviser describes itself as a capital allocator, indicating it places client capital with third-party managers in addition to managing assets directly. Litvak does not identify as an active ESG investor, is not a pension consultant, and does not operate across multiple states according to the available filing.

Assets & Accounts

Investments & Alternatives