Litvak Wealth provides portfolio management for individuals and small businesses and selecting other managers.
Litvak Wealth reports 75 clients. They include 58 high-net-worth individuals and 17 individual clients. Of its assets, 21.7% ($116M across 167 accounts) are managed with discretion; $420M across 57 accounts are not. Of its clients, 35% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | <1% |
| High-net-worth individuals | 77% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 17 | $1.74M | 0.3% | $102K |
| High-net-worth individuals | 58 | $534M | 99.7% | $9.21M |
| Total | 75 | $536M | 100% | $7.15M |
- Clients
- 17
- Regulatory AUM
- $1.74M
- AUM share
- 0.3%
- Avg. per client
- $102K
- Clients
- 58
- Regulatory AUM
- $534M
- AUM share
- 99.7%
- Avg. per client
- $9.21M
Total
- Clients
- 75
- Regulatory AUM
- $536M
- AUM share
- 100%
- Avg. per client
- $7.15M
- Clients outside the U.S.
- 35%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Litvak Wealth charges up to 1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Litvak & Co., LLC owns 50% to 75% of Litvak Wealth and is in turn owned by Ricardo Litvak (75% or more). The leadership team of Litvak Wealth includes Chief Investment Officer Jeffrey Boris and Chief Operating Officer Juliana Fajardo Andrade. It has 6 employees, 4 of them in advisory roles.
Leadership
- Juliana Fajardo AndradeChief Operating Officer and Chief Compliance Officer
- Jeffrey BorisChief Investment Officer, Head of Investments and Research
- Ricardo LitvakFounder and CEO
- Claudia PolachekMember
- Jeannette LevineMember
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey Peter Boris
- Juliana Paola Fajardo Andrade
- Emerson Litvak
- Ricardo Juan Litvak
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Litvak Wealth, LLC
Litvak & Co., LLC
Control person · since March 2014
- Owns 75% or more of Litvak & Co., LLC
Ricardo Litvak
Control person · since March 2014
- Owns 10% to 25% of Litvak Wealth, LLC
Jeffrey Boris
Control person · since June 2015
- Owns 5% to 10% of Litvak Wealth, LLC
Claudia Polachek
since January 2023
- Owns 5% to 10% of Litvak Wealth, LLC
Jeannette Levine
since January 2023
Litvak Wealth’s regulatory assets grew from $411M (February 2023) to $536M (March 2026); clients rose from 64 to 75 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $536M | 75 | 6 | 1 |
| June 2025 | $487M | 73 | 6 | 1 |
| March 2024 | $449M | 71 | 5 | 1 |
| February 2023 | $411M | 64 | 4 | 1 |
Besides its headquarters, Litvak Wealth has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 50 Washington Street, Suite 301e, NorwalkHQ
Contact and registration details
- Legal name
- Litvak Wealth, LLC
- Headquarters
- 50 Washington Street, Suite 301e, Norwalk, CT 06854
- Website
- litvakandco.com
- Phone
- 203-227-8000
- @litvak-&-co-
- SEC file
- 801-127511
- Structure
- Delaware LLC
- Fiscal year end
- December
Litvak Wealth uses Bank Julius Baer & Co. ($216M, 41%), UBS Switzerland Ag ($159M, 30%) and Fidelity ($149M, 28%) as custodians for its separately managed accounts. Litvak Wealth has custody of $24.5M in client assets for 16 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $149M28%
- UBS Switzerland AgUBS Switzerland Ag · Zurich · $159M30%
- Bank Julius Baer & Co.Bank Julius Baer & Co. LTD · Zurich · $216M41%
At year end, Litvak Wealth’s separately managed accounts were mostly in bonds (63%) and stocks (27%).
What the accounts hold
- Stocks27%
- Funds6%
- Pooled vehicles5%
- Registered funds1%
- Bonds63%
- Investment grade corporate bonds44%
- U.S. government and agency bonds15%
- State and local bonds3%
- Sovereign bonds1%
- Other4%
- Gold4%
How many clients does Litvak Wealth have?
Litvak Wealth has 75 clients and manages $536 million for them, as of March 2026. They include 58 high-net-worth individuals and 17 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Litvak Wealth offer?
Litvak Wealth provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Litvak Wealth charge?
Litvak Wealth charges up to 1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: LITVAK DISCLOSURE BROCHURE BROCHURE SUPPLEMENTS, filed 6 March 2026
Which custodians does Litvak Wealth use?
Litvak Wealth’s separately managed account assets are held at Bank Julius Baer & Co. LTD (Zurich), with $216M, UBS Switzerland Ag (Zurich), with $159M and Fidelity Brokerage Services LLC (Smithfield, RI), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Litvak Wealth have?
Litvak Wealth has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Litvak Wealth invest in?
At the end of its last fiscal year, Litvak Wealth’s separately managed accounts held 44% investment grade corporate bonds, 27% exchange-traded equities, 15% U.S. government and agency bonds, 5% pooled vehicles (private funds and similar), 4% other, 3% state and local bonds, 1% sovereign bonds and 1% registered funds (mutual funds, ETFs, BDCs). The 4% other category is described as: Gold.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Litvak Wealth?
Litvak Wealth is owned through a holding company by Ricardo Litvak. Its direct owners are Litvak & Co., LLC (50% to 75%), Jeffrey Boris (10% to 25%), Claudia Polachek (5% to 10%) and Jeannette Levine (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Litvak Wealth get paid?
Litvak Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Litvak Wealth?
Litvak Wealth’s main office is at 50 Washington Street, Suite 301e, Norwalk, CT 06854. Its phone number is 203-227-8000. Its website is litvakandco.com.