1100 Larkspur Landing Circle
Suite 300
Larkspur, California 94939
Tel: 415-461-8999
LITMAN GREGORY WEALTH MANAGEMENT, LLC, formally registered with the SEC as LITMAN GREGORY WEALTH MANAGEMENT, LLC. The firm was established in 12/29/1995. They have over 5 offices throughout the country.
LITMAN GREGORY WEALTH MANAGEMENT, LLC is a Larkspur, California based Financial Planning firm with nearly $1,992,719,165 assets under management, offering retirement planning & investment advisory services to 1605 clients. The firm is staffed with 27 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107611 |
SEC# | 801-50916 |
Assets Managed by Firm | $1,992,719,165 |
No. of Clients | 1605 |
No. of Advisors | 27 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1605 | $1,992,719,165 |
Individuals (other than high net worth individuals) | 84 | $44,164,671 |
High net worth individuals | 315 | $1,632,761,222 |
Pension and profit sharing plans | Fewer than 5 clients | $14,012,101 |
Charitable organizations | 16 | $235,035,446 |
Corporations or other businesses | 7 | $66,745,725 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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