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Founder and CEO · Litvak Wealth, LLC

Ricardo J. Litvak

CRD 2476755 · Named on Form ADV at one SEC-registered adviser

At a glance

Litvak Wealth, LLC, an SEC-registered wealth manager based in Norwalk, CT with $536 million in regulatory assets, lists Ricardo J. Litvak on its Form ADV as Founder and CEO, a control person.

Firms and roles

  • Litvak Wealth, LLCFounder and CEOWealth manager · Norwalk, CT · $536M in regulatory assets

AtlasMembers

Ricardo’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ricardo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.