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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.
Reported data analysis
What the numbers show
Between June 26, 2025 and March 6, 2026, reported AUM increased 10.2%, from $486.5M to $536.1M.
Across 5 reported observations, AUM increased 1861.3% between March 13, 2015 and March 6, 2026, from $27.3M to $536.1M.
Of the latest reported AUM, 21.7% is discretionary and 78.3% is non-discretionary.
The firm reports 4 advisory representatives and 75 clients, or 18.8 clients per representative. That equates to $7.1M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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The full Litvak Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Litvak Wealth, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.