| Name | Title | Ownership | Since |
|---|---|---|---|
| Im Square Holding 9 LLC Control | Owner | Over 75% | 2023 |
| Jeffrey Kent Seeley Control | Chief Executive Officer | Under 5% | 2022 |
| Jennifer Ann Ceccarelli Control | Managing Director - Chief Operations Officer | Under 5% | 2011 |
Litman Gregory Wealth Management, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
Litman Gregory Wealth Management, LLC reports 28 employees.
Litman Gregory Wealth Management, LLC is based in Larkspur, CA.
Litman Gregory Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $2.32B |
| Non-discretionary | $360.6M |
| Total (RAUM) | $2.68B |