Litvak Wealth, LLC

$536.1MAssets under management
as of Mar 2026 · SEC Form ADV
Norwalk, CT
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Tech stack

No one at Litvak Wealth, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Litvak Wealth, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
UBS
Per Form ADV · $137M held · filed Dec 2024
Bank Julius Baer & Co. LTD
Per Form ADV · $121M held · filed Dec 2024
Fidelity
Per Form ADV · $111M held · filed Dec 2024