Litman Gregory Wealth Management, LLC
Litman Gregory Wealth Management, LLC (CRD# 107611) is a financial advisory firm headquartered in Larkspur, CA. They manage $2,411,865,613 in 1,890 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management2,412MILLION
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Total Number of Accounts1,890ACCOUNTS
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Average Account Value$1,276,119
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, HI, IN, MA, MD, MN, MO, NE, NH, NJ, NV, NY, OR, PA, TX, VA, WA
John Baxman (CRD# 2881592) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 26 years of experience in the finance industry.
Lesley Cannan (CRD# 4529270) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 13 years of experience in the finance industry.
Anthony Guerrerio (CRD# 844567) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Clayton, MO and has over 37 years of experience in the finance industry.
Gretchen Hollstein (CRD# 2296274) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 31 years of experience in the finance industry.
Craig Keller (CRD# 4803363) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry.
Cynthia Morris (CRD# 1143459) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 13 years of experience in the finance industry.
Monica Muñoz (CRD# 4490645) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry.
Jason Siedle (CRD# 5371425) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Clayton, MO and has over 16 years of experience in the finance industry.
Christopher Wheaton (CRD# 2461422) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 30 years of experience in the finance industry.
Jared Noland (CRD# 7819881) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry.