Litvak Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Litvak Wealth, LLC is an SEC‑registered investment advisor that provides customized portfolio management and related advisory services to individuals, high‑net‑worth clients, personal trusts and estates. The firm manages about $536 million in client assets and offers both full investment management and limited‑scope (advisory-only) relationships, as well as retirement account advice and introductions to non‑purpose lending programs.
The firm’s investment work is grounded in fundamental analysis and a generally long‑term orientation, building portfolios from low‑cost mutual funds and ETFs, individual equities, fixed income and alternative investments while also monitoring and rebalancing as needed. Litvak delivers both discretionary and non‑discretionary services, with the majority of assets reported as non‑discretionary ($419.8M non‑discretionary vs. $116.3M discretionary), so many client relationships involve the advisor making recommendations while clients retain execution authority.
What distinguishes Litvak from many peers is its mix of service structures and client base: the firm reports a significant non‑U.S. client presence and a predominance of non‑discretionary assets, and its platform supports a broad set of instruments (and, per reported disclosures, the use of derivatives in separately managed accounts), features that are less common among similar team advisors. The firm also operates an affiliated non‑advisory consulting entity, Litvak Solutions, which provides separate consulting services to businesses and high‑net‑worth individuals.
Client services
Expertise
Fee options
Up to 1.50% annually (may vary by client size and complexity; some clients offered tiered fee schedule)
Account minimum: $2,000,000 Fee-only: Fee-only advisory firm compensated solely by client fees; no commissions or other compensation received
Main office
50 Washington Street, Suite 301 E
Norwalk CT 06854
Advisors at this office
4
Most active in
California · Connecticut · Louisiana · New York · Texas
Also doing business as
Litvak + Ringler & Co · Litvak Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Juliana F
Series 66
Norwalk, CT
Litvak Wealth, LLC
Juliana Fajardo Andrade is a financial advisor with Litvak Wealth, LLC in Norwalk, CT, holding a Series 66 designation and 18 years of industry experience. She has been associated with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. In addition to her advisory role, she provides consulting services through Litvak Solutions, assisting businesses and high-net-worth individuals with non-advisory support. Litvak Wealth LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates with customized portfolio management and limited-scope investment advice. The firm emphasizes long-term fundamental analysis and portfolio construction, managing a significant portion of assets on a non-discretionary basis, and incorporates diverse investment strategies including alternative investments and derivatives.
Jeffrey B
Series 63, Series 65
Norwalk, CT
Litvak Wealth, LLC
Jeffrey Boris is a financial advisor at Litvak Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Litvak Solutions, LLC and Litvak Wealth, LLC since 2014. Outside of advisory work, he consults through Litvak Solutions, providing non-investment related support services to businesses and high-net-worth individuals. Litvak Wealth, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm emphasizes long-term, fundamental analysis and portfolio construction using a range of investment vehicles, with a notable focus on non-discretionary advisory relationships and a client base that includes international investors.
Ricardo L
Series 63, Series 65
Norwalk, CT
Litvak Wealth, LLC
Ricardo Litvak is a financial advisor with Litvak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He co-founded Litvak Solutions, LLC, a consulting firm unrelated to investment services, dedicating a small portion of his time to this venture. Litvak Wealth LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, personal trusts, and estates. The firm offers customized portfolio management and limited-scope advice, emphasizing long-term fundamental analysis and employing a notable reliance on non-discretionary arrangements and derivative instruments for risk management.
Emerson L
Series 65
Norwalk, CT
Litvak Wealth, LLC
Emerson Litvak is a financial advisor with Litvak Wealth, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at SLR Equipment Finance, Sallie Mae, Wellinks, Merrill Lynch, and Babson College. Litvak Wealth, LLC is an SEC-registered investment advisor serving individuals, high-net-worth clients, personal trusts, and estates. The firm offers customized portfolio management using fundamental analysis and a long-term approach, providing both discretionary and non-discretionary services with a diverse client base including a significant non-U.S. presence.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)