Important Disclosure Information

Important Disclosure Information

 

Litvak Wealth LLC ("Litvak") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). Litvak provides investment management and advisory services for clients nationally. Litvak will notice file and maintain all applicable licenses as required by the various states in which Litvak conducts business, as applicable. Litvak renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

 

This web site is intended to provide general information about Litvak. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

 

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Litvak does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

 

Litvak will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available upon request. You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov.

 

Social Websites

Litvak may utilize third-party websites that include social media websites, blogs and other interactive content. Litvak considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Litvak may retain a copy of information that Litvak or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Litvak or the SEC.

 

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Litvak’s advisory persons after entering into an advisory agreement and provided Litvak with all requested information about your background.

 

If you have any questions regarding these disclosures, please contact us.