# SITZMANN LAVIS WHITE, LLC

SITZMANN LAVIS WHITE, LLC of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 146478
- Type: SEC-registered investment adviser
- SEC file number: 801-69588
- Location: 3697 MT. DIABLO BLVD., SUITE 175, LAFAYETTE, CA, 94549
- Phone: 925.282.2260
- Latest filing: 2016-03-23
- Clients: 8

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| WHITE WILLIAM DAVID | MANAGING PRINCIPAL; MANAGING PRINCIPAL, MEMBER | — |
| SITZMANN MATTHEW MCLAIN | CHIEF EXECUTIVE OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER, SHAREHOLDER (+1 more) | — |
| POWELSON JANET JORDAN | CHIEF COMPLIANCE OFFICER | — |
| FLECK PATRICK DAVID | CHIEF FINANCIAL OFFICER | — |
| SITZMANN GARY RUSSELL | CEO; CEO, SHAREHOLDER; OWNER | — |
| MORRIS DONALD EUGENE | PRESIDENT; PRESIDENT, SHAREHOLDER | — |
| LAVIS WILLIAM HENRY | OWNER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146478/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146478/similar
- Related entities: https://search.stillhousedata.com/firm/146478/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146478

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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.