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LITMAN GREGORY WEALTH MANAGEMENT, LLC

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

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#107611
SEC#801-50916
Assets Managed by Firm$1,992,719,165
No. of Clients1605
No. of Advisors27

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1605$1,992,719,165
Individuals (other than high net worth individuals)84$44,164,671
High net worth individuals315$1,632,761,222
Pension and profit sharing plansFewer than 5 clients$14,012,101
Charitable organizations16$235,035,446
Corporations or other businesses7$66,745,725

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