Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC is a nationally recognized boutique wealth management and investment advisory firm headquartered in Walnut Creek, California. Founded in 1987, the firm provides comprehensive wealth planning strategies and fiduciary investment services to individuals, families, endowments, and foundations. With a legacy of over thirty years, Litman Gregory employs about 25-36 people, serving clients across the San Francisco Bay Area and nationally. They are known for their objectivity, transparency, and client-focused approach, supporting organizations in meeting their long-term goals and managing investment portfolios.
Investment Strategy
Litman Gregory utilizes a disciplined investment approach grounded in a blend of strategic asset allocation, comprehensive research, and rigorous due diligence. Serving as a fiduciary partner and outsourced chief investment officer, the firm customizes investment policies to meet the specific long-term objectives of each client. The philosophy is rooted in the objectivity of a consultant coupled with the agility of a discretionary manager, providing tailored solutions, frequent client engagement, and transparency. The firm charges on a fee-only basis for assets managed and commits to aligning its interests with those of its clients.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.29% | $152.0M | 227,080 | $389.56 | $669.30 | +$10.1M |
V VOO | VANGUARD INDEX FDS | 11.27% | $151.7M | 247,673 | $424.93 | $612.38 | +$10.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.29% | $98.1M | 1,637,931 | $46.98 | $59.92 | +$3.1M |
I IDEV | ISHARES TR | 7.23% | $97.3M | 1,214,088 | $63.58 | $80.17 | +$7.0M |
V VTI | VANGUARD INDEX FDS | 6.20% | $83.4M | 254,187 | $232.70 | $328.17 | +$4.1M |