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Litman Gregory Wealth Management LLC Info

Litman Gregory Wealth Management LLC info

Litman Gregory Wealth Management LLC (SEC CIK 1551867) first filed with the SEC on 2013-02-14 (Form 13F-HR) and has filed 51 times since, including 49 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 1100 LARKSPUR LANDING CIRCLE, SUITE 300, LARKSPUR, CA, 94939.

  • Name: Value Litman Gregory Wealth Management LLC.
  • SEC CIK: Value 1551867.
  • State of organization: Value CA.
  • Business address: Value 1100 LARKSPUR LANDING CIRCLE, SUITE 300, LARKSPUR, CA, 94939.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameLitman Gregory Wealth Management LLC
SEC CIK1551867
State of organizationCA
Business address1100 LARKSPUR LANDING CIRCLE, SUITE 300, LARKSPUR, CA, 94939
Mailing address1100 LARKSPUR LANDING CIRCLE, SUITE 300, LARKSPUR, CA, 94939
Phone415-461-8999
Fiscal year endDecember 31
Former namesLitman Gregory Asset Management LLC (2013-02-14 to 2021-07-27)

SEC Filing History

FieldValue
First SEC filing2013-02-14 (Form 13F-HR)
Latest SEC filing2026-02-12 (Form 13F-HR)
Filings on EDGAR51
First Form 13F-HR2013-02-14 (quarter ended 2012-12-31)
Latest Form 13F-HR2026-02-12 (quarter ended 2025-12-31)
Form 13F-HR filings49

Filings by Form

FormFilingsLatest
13F-HR492026-02-12
N-PX22025-07-23

Filings by Year

YearFilingsForm 13F-HR
202611
202554
202454
202344
202244
202144
202044
201944
201844
201744
201644
201444
201344

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