LITMAN GREGORY WEALTH MANAGEMENT, LLC

1100 Larkspur Landing Circle
Suite 300
Larkspur, California 94939
Tel: 415-461-8999

About LITMAN GREGORY WEALTH MANAGEMENT, LLC

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 4 offices throughout the country.

LITMAN GREGORY WEALTH MANAGEMENT, LLC is a Larkspur, California based Financial Planning firm with nearly $2,411,865,613 assets under management, offering retirement planning & investment advisory services to 1890 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107611
SEC#	801-50916
Assets Managed by Firm	$2,411,865,613
No. of Clients	1890
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1890	$2,411,865,613
Individuals (other than high net worth individuals)	148	$85,907,819
High net worth individuals	381	$2,023,669,573
Pension and profit sharing plans	5	$14,503,852
Charitable organizations	16	$261,031,619
Corporations or other businesses	8	$26,752,750

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