Investment adviser · CRD 107611
LITMAN GREGORY WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
LARKSPUR, CA, United States · Form ADV filed Apr 11, 2025
- Regulatory AUM
- $2.68B Form ADV · Item 5.F
- Client accounts
- 1,975 Accounts, not individual clients
- Employees
- 28 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 305 | $1,836,677,752 | 68.6% |
| Individuals | 246 | $497,149,905 | 18.6% |
| Charities | 17 | $298,257,278 | 11.1% |
| Corporations & businesses | 8 | $32,451,287 | 1.2% |
| Retirement plans | 4 | $13,806,517 | 0.5% |
Filing source
Form ADV 1978921 · Apr 11, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LITMAN GREGORY MULTI-MANAGER BALANCED FUND, L.P.Other Private Fund · Last reported Oct 16, 2015$24.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-4597016197
- Reported beneficial owners
- 74
- Minimum commitment
- $500K
- Form D file number
- 021-89348
Form ADV 951250 · Oct 16, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LITMAN GREGORY SPECIAL OPPORTUNITIES FUND I, L.P.Hedge Fund · Last reported Jul 11, 2012$7.58MGross asset value
Form D fundraising filings
LITMAN/GREGORY SPECIAL OPPORTUNITIES FUND I LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-1676236058
- Reported beneficial owners
- 56
- Minimum commitment
- $500K
- Form D file number
- 021-122649
Form ADV 656598 · Jul 11, 2012 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P.Hedge Fund · Last reported Oct 16, 2015$65.2KGross asset value
Form D fundraising filings
LITMAN GREGORY LONG TERM OPPORTUNITY FUND LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-4972208412
- Reported beneficial owners
- 56
- Minimum commitment
- $1M
- Form D file number
- 021-47158
Form ADV 951250 · Oct 16, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 11, 2025. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1100 LARKSPUR LANDING CIRCLE, SUITE 300LARKSPUR, CA, 94939, United States
CRD 107611
Filing source
Form ADV 1978921 · Apr 11, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.