Litvak Wealth

Litvak Wealth

Litvak Wealth was established in 2014 and maintains its sole office in Norwalk, Connecticut, a suburb that serves as a quiet base for several boutique wealth management firms serving the Tri-State area. The firm is registered as an investment advisor with the SEC and provides portfolio management and investment advisory services to individuals, high-net-worth families, personal trusts, and estates. No publicly profiled principals have been identified in open-source records. The firm's service scope, per its regulatory filings, centers on discretionary and non-discretionary portfolio management across standard liquid asset classes including equities, fixed income, and mutual funds. Litvak Wealth does not appear to operate pooled investment vehicles or private fund structures, distinguishing it from firms that layer GP stakes or direct co-investment programs into their wealth management offerings. No investments in specific operating companies, private equity funds, or real assets have been attributed to the firm in public record. No team size, total assets under management, or capital deployment figures are publicly disclosed. The firm has not been profiled in major financial publications such as Barron's, the Financial Times, or Bloomberg. There are no recorded recent operational events from the last 24 months — no announced hires, office openings, fund launches, or regulatory filings that signal a change in strategic posture. Litvak Wealth's structural differentiator is its posture as a low-profile, likely referral-based RIA. Unlike multi-family offices or institutional allocators that build brands around distinct intellectual property or sector specialization, the firm appears to operate as a traditional, fiduciary wealth manager focused on personalized asset allocation and goals-based planning for a concentrated client base. The absence of a visible succession structure, named next-generation leadership, or adjacent philanthropic entities suggests a closely held, possibly sole-proprietor practice.