Litman Gregory Wealth Management Revenue
Financial Services • 
Larkspur, California, United States • 21-50 Employees
Litman Gregory Wealth Management revenue & valuation
| Annual revenue | $13,500,000 |
| Revenue per employee | $375,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $43,200,000 |
| Total funding | No funding |
Key Contacts at Litman Gregory Wealth Management
Chris Wheaton
Senior Investment Advisor, Managing Director
Kathlyne Kiaie
Managing Director - Chief Compliance Officer, Imgp Executive Committee Member
Craig Keller
Managing Director - Senior Advisor
Kipp Kjeldgaard
Director Of Marketing
Company overview
| Headquarters | 1100 Larkspur Landing Circle, 300, Larkspur, California 94939, US |
| Phone number | +14154618999 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Asset Management, Retirement Planning, Financial Planning, Wealth Management, Tax Planning, Mutual Funds, Wealth Planning, Legacy Planning, Charitable Giving, Investment Advisor, Investment Research, Wealth Transition, Global Asset Allocation, Fund Of Managers, Managed Portfolios, Manager Selection |
| Founded | 1987 |
| Employees | 21-50 |
| Socials |
Litman Gregory Wealth Management Email Formats
Litman Gregory Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@lgam.com), used 91.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@lgam.com | 91.3% |
{first name}.{last name} | john.doe@lgam.com | 8.7% |
About Litman Gregory Wealth Management
Founded in 1987, Litman Gregory Wealth Management is a San Francisco Bay area firm serving a nationwide client base and is a pioneer in providing independent wealth management services. For over three decades, Litman Gregory has focused on providing in-depth investment research and personalized wealth management to individuals and multigenerational families to help them achieve their financial goals. The company also supports nonprofit organizations by serving as their fiduciary partner and outsourced chief investment officer. In June 2021 Litman Gregory joined IM Global Partner, a privately held global asset management network dedicated to investment and wealth management. Combining capabilities, common values and strengths, which are focused on commitment to investment excellence, innovation and client service, Litman Gregory Wealth Management will be able to further enhance service to clients for years to come." We’d welcome the opportunity to speak with you about your wealth management needs. Visit www.lgam.com or email us at information@lgam.com to learn more about our approach. DISCLOSURE: LinkedIn posts are intended for information purposes only and do not provide investment, tax, or legal advice. They're not a solicitation, offer, or recommendation to buy/sell a security. Statements and opinions herein are subject to change without notice. Litman Gregory Wealth Management, LLC (“LGWM”) does not make any representation as to the accuracy, timeliness, suitability, or completeness of information from unaffiliated third parties, and takes no responsibility therefore. There's no agreement or understanding that LGWM will provide individual advice to persons in receipt of this posting. Visit adviserinfo.sec.gov or lgam.com for more information.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Litman Gregory Wealth Management has 14 employees across 6 departments.
Departments
Number of employees
Funding Data
Litman Gregory Wealth Management has never raised funding before.
Litman Gregory Wealth Management Tech Stack
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Frequently asked questions
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