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).

Current Firm Details
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939
https://www.linkedin.com/company/litman-gregory
By the Numbers
  • Total Assets Under Management
    2,412
    MILLION
  • Total Number of Accounts
    1,890
    ACCOUNTS
  • Average Account Value
    $1,276,119
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, HI, IN, MA, MD, MN, MO, NE, NH, NJ, NV, NY, OR, PA, TX, VA, WA

Financial Advisors at Litman Gregory Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
John Baxman, financial advisor Larkspur CA
John M. Baxman
CRD#: 2881592
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

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.

2
Lesley Cannan, financial advisor Larkspur CA
Lesley E. Cannan
CRD#: 4529270
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

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.

3
Anthony Guerrerio, financial advisor Larkspur CA
Anthony L. Guerrerio
CRD#: 844567
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

Anthony Guerrerio (CRD# 844567) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 37 years of experience in the finance industry.

4
Gretchen Hollstein, financial advisor Larkspur CA
Gretchen C. Hollstein
CRD#: 2296274
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

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.

5
Craig Keller, financial advisor Larkspur CA
Craig B. Keller
CRD#: 4803363
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

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.

6
Cynthia Morris, financial advisor Larkspur CA
Cynthia J. Morris
CRD#: 1143459
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

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.

7
Monica Muñoz, financial advisor Larkspur CA
Monica B. Muñoz
CRD#: 4490645
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

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.

8
Jason Siedle, financial advisor Larkspur CA
Jason J. Siedle
CRD#: 5371425
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

Jason Siedle (CRD# 5371425) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Larkspur, CA and has over 16 years of experience in the finance industry.

9
Christopher Wheaton, financial advisor Larkspur CA
Christopher C. Wheaton
CRD#: 2461422
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939

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.

10
Jared Noland, financial advisor Walnut Creek CA
Jared W. Noland
CRD#: 7819881
1676 N. California Blvd #500, Walnut Creek, CA 94596

Jared Noland (CRD# 7819881) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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