LITMAN GREGORY WEALTH MANAGEMENT, LLC

LARKSPUR, California·6 registered advisors·CRD# 107611
SEC# 801-509163415-461-8999
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at LITMAN GREGORY WEALTH MANAGEMENT, LLC

6 registered advisors
Christopher C Wheaton
WALNUT CREEK, California
Craig Bernard Keller
WALNUT CREEK, California
Gretchen Carol Hollstein
WALNUT CREEK, California
John Michael Baxman
WALNUT CREEK, California
Peter Michael Sousa
WALNUT CREEK, California
CFP
Ronald Timothy Johnson
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
6 advisors

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Data sourced from SEC Form ADV filings. LITMAN GREGORY WEALTH MANAGEMENT, LLC (CRD# 107611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.