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LITMAN GREGORY WEALTH MANAGEMENT, LLC

LARKSPUR, CA · CRD 107611 · IAPD ↗ · 415-461-8999

$2.68BRegulatory AUM
8Advisory reps
28Employees
1Clients
0Planning clients
0Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — LITMAN GREGORY WEALTH MANAGEMENT, LLC (LARKSPUR, CA) left the SEC roster (was $2.68B RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
October 2024 — LITMAN GREGORY WEALTH MANAGEMENT, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — LITMAN GREGORY WEALTH MANAGEMENT, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.