# Litvak Wealth

Litvak Wealth is a Bank / Wealth / Trust based in Norwalk, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Norwalk, United States
- **Region:** North America
- **Address:** Norwalk, CT, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** litvakandco.com
- **LinkedIn:** https://www.linkedin.com/company/litvak-

## Regulatory record

- **CRD number:** 170805
- **SEC file number:** 801-127511
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170805

## About

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. 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.

## Questions

### What services does Litvak Wealth provide?

Litvak Wealth provides portfolio management and investment advisory services to individuals, high-net-worth families, personal trusts, and estates. Its regulatory filings indicate both discretionary and non-discretionary management across traditional liquid asset classes including equities and fixed income. The firm does not appear to offer private fund access or proprietary investment products based on public record.

### Where is Litvak Wealth located?

Litvak Wealth operates from a single office in Norwalk, Connecticut. Norwalk hosts a concentration of boutique wealth management and RIA firms serving clients throughout Fairfield County and the broader New York metropolitan area. No additional offices or satellite locations have been disclosed.

### Does Litvak Wealth invest in private equity or venture capital?

There is no public evidence that Litvak Wealth participates in private equity, venture capital, direct co-investments, or alternative fund commitments. Its service description focuses on traditional portfolio management for individuals and trusts. Allocators seeking a partner for private-market exposure are unlikely to find relevant capabilities or a track record at this firm.

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Last updated: 2026-08-11T02:43:31.692Z

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