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Litvak Wealth, Llc
Norwalk, Connecticut
Litvak Wealth, LLC is a small investment advisory firm headquartered in Norwalk, CT. With a team of four dedicated professionals, including three investment advisors, the firm provides comprehensive investment advisory services. They boast an impressive average of approximately $96,090,000 in assets under management per investment advisor, aligning closely with the industry average.
Litvak Wealth's compensation structure is designed to incentivize performance, incorporating a combination of a percentage of assets under management and performance-based fees. Their client base consists of over 10 individual clients, who entrust the...see more
Assets Under Mgmt
$410.74M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for Litvak Wealth, Llc
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