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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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