Unclaimed Profile

Gretchen Carol Hollstein

LITMAN GREGORY ASSET MANAGEMENT, LLC·WALNUT CREEK, California

Series 6, Series 63Clean record24 years registeredLITMAN GREGORY ASSET MANAGEMENT, LLC

1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596-4111CRD# 2296274Firm CRD# 107611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gretchen Carol Hollstein · WALNUT CREEK, CA

Registration

CRD #2296274 · LITMAN GREGORY ASSET MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ASPIRIANT, LLC

Sep 2025 – present

LITMAN GREGORY WEALTH MANAGEMENT, LLC

Feb 2011 – Sep 2025

LARKSPUR, CA

BAY ISLE FINANCIAL LLC

Mar 2002 – Mar 2005

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · March 8, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

CRD 107611 · SEC 801-50916

AUM

$2.4B

Regulatory assets under management

Employees

1,890 client accounts

Services offered by LITMAN GREGORY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LITMAN GREGORY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gretchen Carol Hollstein offer?

Gretchen Carol Hollstein specializes in Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.

What are Gretchen Carol Hollstein's credentials?

Gretchen Carol Hollstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gretchen Carol Hollstein located?

Gretchen Carol Hollstein is based in WALNUT CREEK, California, working with LITMAN GREGORY ASSET MANAGEMENT, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Gretchen Carol Hollstein charge for services?

Gretchen Carol Hollstein's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LITMAN GREGORY ASSET MANAGEMENT, LLC?

LITMAN GREGORY ASSET MANAGEMENT, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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