← Tributary

LITVAK WEALTH, LLC

NORWALK, CT · CRD 170805 · IAPD ↗ · (203) 227-8000

$536.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LITVAK WEALTH, LLC crossed $500M in regulatory AUM ($486.5M -> $536.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.