A complete list of active advisors currently associated with Litvak Wealth, LLC

Warmer can help you find a great advisor at Litvak Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Litvak Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.