Litman Gregory Wealth Management, LLC
CRD 107611SEC# 801-50916Larkspur, CA
No longer SEC-registered. Litman Gregory Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.68B
Employees
28
Accounts
1,975
Location
Larkspur, CA
Litman Gregory Wealth Management, LLC assets under management
Litman Gregory Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Larkspur, CA. It reports $2.7 billion in regulatory assets under management and employs 28 people.
Litman Gregory Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Im Square Holding 9 LLC Control | Owner | Over 75% | 2023 |
| Jeffrey K Seeley Control | Chief Executive Officer | Under 5% | 2022 |
| Jennifer Ann Ceccarelli Control | Managing Director - Chief Operations Officer | Under 5% | 2011 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Litman Gregory Wealth Management, LLC manage?
Litman Gregory Wealth Management, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Litman Gregory Wealth Management, LLC have?
Litman Gregory Wealth Management, LLC reports 28 employees.
Where is Litman Gregory Wealth Management, LLC located?
Litman Gregory Wealth Management, LLC is based in Larkspur, CA.
Does Litman Gregory Wealth Management, LLC disclose fund performance?
Litman Gregory Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.68B▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$2.68Bregulatory AUM
Discretionary $2.32BNon-discretionary $360.6M