# LITVAK WEALTH, LLC

LITVAK WEALTH, LLC of NORWALK, CT is an SEC-registered investment adviser.

## Registration

- CRD: 170805
- Type: SEC-registered investment adviser
- SEC file number: 801-127511
- Location: 50 WASHINGTON STREET, SUITE 301E, NORWALK, CT, 06854
- Phone: (203) 227-8000
- Latest filing: 2026-03-06
- Regulatory AUM: $536.1M
- Discretionary AUM: $116.3M
- Non-discretionary AUM: $419.8M
- Clients: 6
- Accounts: 224

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Ricardo Juan Litvak | FOUNDER AND CEO; FOUNDER AND CHIEF EXECUTIVE OFFICER | — |
| Juliana Paola Fajardo Andrade | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Peter Boris | CHIEF INVESTMENT OFFICER, HEAD OF INVESTMENTS AND RESEARCH | — |
| Claudia Litvak Polachek | MEMBER | — |
| Jeannette Litvak Levine | MEMBER | — |
| LITVAK RICARDO JUAN | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; FOUNDER AND CEO; FOUNDER AND CHIEF EXECUTIVE OFFICER (+2 more) | — |
| FAJARDO ANDRADE JULIANA PAOLA | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, COO AND CCO | — |
| BORIS JEFFREY PETER | CHIEF INVESTMENT OFFICER, HEAD OF INVESTMENTS AND RESEARCH | — |
| POLACHEK CLAUDIA LITVAK | MEMBER | — |
| LEVINE JEANNETTE LITVAK | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170805/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170805/similar
- Related entities: https://search.stillhousedata.com/firm/170805/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170805

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.