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LITMAN GREGORY WEALTH MANAGEMENT, LLC
LITMAN GREGORY WEALTH MANAGEMENT, LLC
LARKSPUR, California
·
17 registered advisors
·
CRD# 107611
SEC# 801-50916
3
415-461-8999
01
Firm Overview
AUM
$2.4B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
17
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 Management
Wealth Management
04
Advisors at LITMAN GREGORY WEALTH MANAGEMENT, LLC
17 registered advisors
Alice Lowenstein
WALNUT CREEK, California
CRD# 5248306
Christopher C Wheaton
WALNUT CREEK, California
CRD# 2461422
Craig Bernard Keller
WALNUT CREEK, California
CRD# 4803363
Craig Litman
WALNUT CREEK, California
CRD# 1752876
Gretchen Carol Hollstein
WALNUT CREEK, California
CRD# 2296274
Jason Steuerwalt
WALNUT CREEK, California
CRD# 7240232
Jennifer Ann Ceccarelli
LARKSPUR, California
CRD# 2361640
Jeremy Lawrence Degroot
WALNUT CREEK, California
CRD# 4641277
John Frank Chee
WALNUT CREEK, California
CRD# 3054562
John Michael Baxman
WALNUT CREEK, California
CRD# 2881592
Kathlyne Knobloch Kiaie
LARKSPUR, California
CRD# 1714995
Kenneth Edmond Gregory
WALNUT CREEK, California
CRD# 867309
Peter Michael Sousa
WALNUT CREEK, California
CRD# 4254630
Rajat Jain
WALNUT CREEK, California
CRD# 4310432
Ronald Timothy Johnson
WALNUT CREEK, California
CRD# 1106610
Stephen A. Disenhof
WALNUT CREEK, California
CRD# 4782686
Steve Matthew Savage
WALNUT CREEK, California
CRD# 4641261
05
Office Locations
WALNUT CREEK, California
15 advisors
LARKSPUR, California
2 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
.