# LITMAN GREGORY WEALTH MANAGEMENT, LLC

LITMAN GREGORY WEALTH MANAGEMENT, LLC of LARKSPUR, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107611
- Type: SEC-registered investment adviser
- SEC file number: 801-50916
- Location: 1100 LARKSPUR LANDING CIRCLE, SUITE 300, LARKSPUR, CA, 94939
- Phone: 415-461-8999
- Latest filing: 2025-04-11
- Regulatory AUM: $2.7B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $360.6M
- Clients: 28
- Accounts: 1,975

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Kathlyne Knobloch Kiaie | DIRECTOR - CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR - CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| Jeffrey Kent Seeley | CHIEF EXECUTIVE OFFICER | — |
| Jennifer Ann Ceccarelli | MANAGING DIRECTOR - CHIEF OPERATIONS OFFICER | — |
| GREGORY KENNETH EDMOND | MANAGER, PRESIDENT, SECRETARY; MANAGING PARTNER; MANAGING PARTNER, CO-FOUNDING PARTNER (+7 more) | — |
| LITMAN CRAIG | MANAGER, CHAIRMAN; MANAGER, CHAIRMAN, CHIEF COMPLIANCE OFFICER; MANAGING PARTNER (+10 more) | — |
| JOHNSON RONALD TIMOTHY | MANAGING PARTNER; MANAGING PARTNER, CHIEF FINANCIAL OFFICER; MANAGING PRINCIPAL (+9 more) | — |
| COUGHLAN JOHN MORRIS | CHIEF FINANCIAL OFFICER | — |
| WHEATON CHRISTOPHER C | MANAGING PARTNER; MANAGING PARTNER, SENIOR INVESTMENT ADVISOR; MANAGING PRINCIPAL (+6 more) | — |
| WEISS JOSHUA USHER | MEMBER | — |
| SAVAGE STEVE MATTHEW | MANAGING PARTNER; MANAGING PRINCIPAL; MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER (+3 more) | — |
| DEGROOT JEREMY LAWRENCE | MANAGING PARTNER; MANAGING PARTNER, CHIEF INVESTMENT OFFICER; MANAGING PRINCIPAL (+6 more) | — |
| DISENHOF STEPHEN A | MANAGING PARTNER; MANAGING PARTNER, DIRECTOR HUMAN RESOURCES; MANAGING PARTNER, DIRECTOR OF RESOURCES (+8 more) | — |
| KIAIE KATHLYNE KNOBLOCH | DIRECTOR - CHIEF COMPLIANCE OFFICER | — |
| KELLER CRAIG BERNARD | MANAGING PARTNER; MANAGING PARTNER, SENIOR INVESTMENT ADVISOR; MANAGING PRINCIPAL (+7 more) | — |
| BURKHART JR CHARLES BYRON | MANAGER | — |
| CECCARELLI JENNIFER ANN | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER INVESTMENT MANAGEMENT SERVICES GROUP; CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP; CHIEF COMPLIANCE OFFICER, DIRECTOR OF INVESTMENT MANAGEMENT OPERATIONS (+6 more) | — |
| HOLLSTEIN GRETCHEN CAROL | MEMBER, PARTNER, SENIOR INVESTMENT ADVISOR; PARTNER, SENIOR INVESTMENT ADVISOR; PRINCIPAL, SENIOR ADVISOR (+1 more) | — |
| JAIN RAJAT | MEMBER, PARTNER, SENIOR RESEARCH ANALYST; PARTNER, SENIOR RESEARCH ANALYST; PRINCIPAL, SENIOR RESEARCH ANALYST | — |
| CHEE JOHN FRANK | MEMBER, PARTNER, SENIOR RESEARCH ANALYST; PARTNER, SENIOR RESEARCH ANALYST; PRINCIPAL, SENIOR RESEARCH ANALYST | — |
| LOWENSTEIN ALICE | MEMBER, PARTNER, DIRECTOR OF MANAGED PORTFOLIOS; PARTNER, DIRECTOR OF PORTFOLIO STRATEGIES; PRINCIPAL, DIRECTOR OF INVESTMENT MANAGMENT SERVICES GROUP (+1 more) | — |
| SEELEY JEFFREY KENT | CHIEF EXECUTIVE OFFICER | — |
| BAXMAN JOHN MICHAEL | PRINCIPAL, SENIOR ADVISOR; PRINCIPAL, SENIOR INVESTMENT ADVISOR | — |
| SOUSA PETER MICHAEL | PRINCIPAL, DIRECTOR OF PORTFOLIO STRATEGIES | — |
| Steuerwalt Jason | PRINCIPAL, SENIOR RESEARCH ANALYST | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WALNUT CREEK | CA | 1 | 925-254-8999 |
| EL SEGUNDO | CA | 1 | 424-277-1066 |
| ST. LOUIS | MO | 1 | 314-300-1055 |
| WALNUT CREEK | CA | 1 | 925-254-8999 |
| EL SEGUNDO | CA | 1 | 424-277-1066 |
| ST. LOUIS | MO | 1 | 314-300-1055 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107611/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107611/similar
- Related entities: https://search.stillhousedata.com/firm/107611/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107611

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.