LITVAK WEALTH, LLC of NORWALK, CT is an SEC-registered investment adviser (CRD 170805). Regulatory assets under management: $536.1M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| 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 | — |