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Building 2LITMAN GREGORY WEALTH MANAGEMENT, LLC

Map pinLARKSPUR, CA
Phone415-461-8999
NotebookSEC #801-50916
Total AUM
$2.7B
Employees
28
Clients
580

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 LARKSPUR LANDING CIRCLE
SUITE 300
LARKSPUR
CA 94939
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-461-8999
Other Offices
3

ReceiptFinancials

Total AUM
$2.7B
Accounts
1,975
Discretionary
$2.3B
Accounts
1,723
Non-Discretionary
$360.6M
Accounts
252

ContactClients

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Individual Clients
246
AUM
$497.1M
HNW Individual Clients
305
AUM
$1.8B
Pension/Profit Sharing Plan Clients
4
AUM
$13.8M
Charitable Organization Clients
17
AUM
$298.3M
Corporation or Business Clients
8
AUM
$32.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLHIINKSMAMDMNMONENHNJNVNYORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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