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- Custodian
- Fidelity/NFS · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2014
- Office Locations
- 1
Office Locations
About Litvak Wealth, LLC
Litvak Wealth is an independent, fee-only RIA and fiduciary providing high-touch wealth management and planning (retirement, cash flow, estate/legacy) through key life events. Portfolios are built around customized asset allocation across cash, fixed income, equities, commodities, and alternatives using an open, independent investment selection process. Its secure reporting platform consolidates held-away assets and delivers transparent performance and risk analytics.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JEFFREY PETER BORIS
Chief Investment Officer, Head Of Investments
- CRD
- #2684794
- Ownership
- 10% but less than 25%
JEANNETTE LITVAK LEVINE
--
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
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Emerson Litvak
Associate
- CRD
- #6805415
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,262,287 | $696,181 |
| Non-Discretionary | $419,824,478 | $7,365,342 |
| Total | $536,086,765 | $2,393,244 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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