Im Square Partners Holding is listed as Holding Company at Litman Gregory Wealth Management, LLC in Larkspur, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Litman Gregory Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Im Square Partners Holding work?
Im Square Partners Holding is listed as Holding Company at Litman Gregory Wealth Management, LLC on SEC Form ADV.
How much of Litman Gregory Wealth Management, LLC does Im Square Partners Holding own?
Form ADV reports a beneficial ownership band of Over 75%.