A. Firm Information Litvak Wealth, LLC (“Litvak” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commision and is organized as a Limited Liability Company (“LLC”) under the laws of the State of Delaware. Litvak was founded in May 2014 and is primarily owned by Litvak & Company LLC. Ricardo Litvak (Founder and Chief Executive Officer) is the majority owner of Litvak & Company LLC. Litvak is operated by Mr. Litvak, Juliana Fajardo (Chief Operating Officer and Chief Compliance Officer) and Jeffrey Boris (Chief Investment Officer and Head of Investments and Research) (collectively the “Principal Officers”). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by the Advisor. B. Advisory Services Offered Litvak offers investment advisory services to individuals, high net worth individuals, personal trusts and estates (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. Litvak’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Investment Management Services Litvak provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary and non-discretionary investment management and consulting services. Litvak works with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. Litvak will then construct a customized portfolio, consisting of low-cost, diversified mutual funds and/or exchange-traded funds (“ETFs”), individual equity securities, fixed income products and alternative investments to achieve the Client’s investment goals. The Advisor may also utilize individual stocks, bonds and other investment vehicles to meet the needs of its Clients. Litvak’s investment approach is primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. Litvak will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Litvak evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Litvak may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Litvak may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. Litvak may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. Limited Scope - Litvak may also provide customized investment advisory solutions for its Clients in a limited scope capacity, where Litvak does not have access and authority to execute trades on behalf of the Client. In these relationships, Litvak will provide regular and continuous oversight and make recommendations on how to manage Client assets as described above, reporting services, and assist with administrative changes in the account by coordinating with the related Custodian. Litvak

would also provide feedback to the Client should any expected transactions or updates not reconcile to the expectations of Litvak or the Client and coordinate with the Custodian to resolve any issues that arise. Page 5 Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to an IRA, or recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. At no time will Litvak accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 – Custody. All Client assets will be managed within their designated account[s] at the Custodian, pursuant to the terms of the Client investment advisory agreement, please see Item 12 – Brokerage Practices. Use of Independent Managers When deemed to be in the Client’s best interest, Litvak will recommend that a Client utilize one or more unaffiliated investment managers or investment platforms (collectively “Independent Managers”) for all or a portion of a Client’s investment portfolio, based on the Client’s needs and objectives. In such instances, the Client may be required to authorize and enter into an investment management agreement with the Independent Manager[s] that defines the terms in which the Independent Manager[s] will provide its services. The Advisor will perform initial and ongoing oversight and due diligence over each Independent Manager to ensure the strategy remains aligned with the Clients investment objectives and overall best interests. The Advisor will also assist the Client in the development of the initial policy recommendations and managing the ongoing Client relationship. The Client, prior to entering into an agreement with an Independent Manager, will be provided with the Independent Manager's Form ADV 2A (or a brochure that makes the appropriate disclosures). C. Client Account Management Prior to engaging Litvak to provide investment advisory services, each Client is required to enter into an investment advisory agreement with the Advisor that defines the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include:
• Establishing an Investment Strategy – Litvak, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives.
• Asset Allocation – Litvak will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client.
• Portfolio Construction – Litvak will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client.
• Investment Management and Supervision – Litvak will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs Litvak does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by Litvak. E. Assets Under Management As of December 31, 2023 the Advisor manages $449,007,175 in Client assets, $12,575,359 of which are managed on a discretionary basis and $436,431,816 on a non-discretionary basis. Clients may request more current information at any time by contacting the Advisor. Page 6