LITMAN GREGORY WEALTH MANAGEMENT, LLC of LARKSPUR, CA is an SEC-registered investment adviser (CRD 107611). Regulatory assets under management: $2.7B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities.
| 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 | — |
| 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 |