LITMAN GREGORY WEALTH MANAGEMENT, LLC
Latest filing: Apr 11, 2025 (151 days ago)
AUM
$2,678,342,739
11% change vs. 1 year ago
14% change vs. 3 years ago
-40% change vs. 5 years ago
-64% change vs. 10 years ago
Employee Count
28
12% change vs. 1 year ago
8% change vs. 3 years ago
-53% change vs. 5 years ago
-59% change vs. 10 years ago
Main Office
LARKSPUR, CA
1100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA, UNITED STATES, 94939
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.3 |
| Non-Discretionary | $0.4 |
| Total | $2.7 |
| Client | AUM |
|---|---|
| Retail | $2.3 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $2.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 246 | $0.5 |
| Average Individual AUM | $2,020,935 | |
| HNW | 305 | $1.8 |
| Average HNW AUM | $6,021,894 | |
| Retail Total | 551 | $2.3 |
| Average Retail AUM | $4,235,622 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.6 |
| FIDELITY DISTRIBUTORS COMPANY LLC | SMITHFIELD-RI-USA | $0.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.7 |
| Retail SMA AUM | $2.3 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 12% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 74% | $2.0 |
| Other Pools | 7% | $0.2 |
| Cash | 1% | $0.0 |
| Other | 5% | $0.1 |
| Total | 100% | $2.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| DOLAN MCENIRY CAPITAL MANAGEMENT LLC | $12.6 | 108658 | |
| ASSET PRESERVATION ADVISORS, LLC | $10.7 | 106741 | |
| RICHARD BERNSTEIN ADVISORS LLC | $5.0 | 153577 | |
| SCHARF INVESTMENTS, LLC | $4.2 | 105508 | |
| IM GLOBAL PARTNER FUND MANAGEMENT LLC | $3.3 | 110005 | |
| DYNAMIC BETA INVESTMENTS LLC | $3.3 | 164972 | |
| BERKSHIRE ASSET MANAGEMENT, LLC | $2.5 | 145463 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
10 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JASON SIEDLE | LARKSPUR | CA | S63|2007-12-28|S65|2009-02-20 | ||||||
| LESLEY CANNAN | LARKSPUR | CA | S63|2010-08-05|S66|2010-12-03 | CERTIFIED FINANCIAL PLANNER | |||||
| ANTHONY GUERRERIO | LARKSPUR | CA | S63|1986-04-28|S65|2000-08-31 | ||||||
| CHRISTOPHER WHEATON | LARKSPUR | CA | S63|1995-06-16|S65|1994-02-18 | CERTIFIED FINANCIAL PLANNER | |||||
| JARED NOLAND | LARKSPUR | CA | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
| CYNTHIA MORRIS | LARKSPUR | CA | S63|2010-09-23|S65|2015-06-29 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| JOHN BAXMAN | LARKSPUR | CA | S63|1997-05-05|S65|1999-07-15 | CERTIFIED FINANCIAL PLANNER | |||||
| CRAIG KELLER | LARKSPUR | CA | CHARTERED FINANCIAL ANALYST | ||||||
| MONICA MUÑOZ | LARKSPUR | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| GRETCHEN HOLLSTEIN | LARKSPUR | CA | S63|1992-12-09 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $2.7 | $0.0 | 0% | 28 | 0 | 0% |
| 2025-04-21 | $2.7 | $0.0 | 0% | 28 | 0 | 0% |
| 2024-04-02 | $2.4 | $0.3 | 11% | 25 | 3 | 12% |
| 2023-04-04 | $2.0 | $0.7 | 34% | 25 | 3 | 12% |
| 2022-04-01 | $2.4 | $0.3 | 14% | 26 | 2 | 8% |
| 2021-04-05 | $4.3 | -$1.6 | -38% | 52 | -24 | -46% |
| 2020-04-01 | $4.4 | -$1.8 | -40% | 59 | -31 | -53% |
| 2019-04-01 | $4.3 | -$1.6 | -37% | 56 | -28 | -50% |
| 2018-04-02 | $5.0 | -$2.3 | -46% | 54 | -26 | -48% |
| 2017-04-01 | $4.9 | -$2.2 | -45% | 63 | -35 | -56% |
| 2016-04-01 | $6.1 | -$3.5 | -56% | 68 | -40 | -59% |
| 2015-04-01 | $7.5 | -$4.9 | -64% | 69 | -41 | -59% |
| 2014-04-01 | $7.7 | -$5.0 | -65% | 69 | -41 | -59% |
| 2013-04-01 | $6.7 | -$4.0 | -60% | 60 | -32 | -53% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-08/10/2023, CA-03/07/1996, CO-03/29/2023, CT-03/31/2022, FL-01/20/2005, HI-03/29/2023, IN-08/10/2023, KS-09/27/2024, MA-03/25/2008, MD-03/29/2023, MN-01/02/1997, MO-08/10/2023, NE-06/14/1999, NH-10/16/2015, NJ-08/10/2023, NV-10/10/2014, NY-05/28/2009, OR-03/31/2022, PA-03/28/2024, TX-09/10/2010, VA-03/25/2019, WA-03/25/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV