LITMAN GREGORY WEALTH MANAGEMENT, LLC
CRD #107611 SEC #801-50916 LARKSPUR, CA 415-461-8999
SEC Registered
Total AUM
$2.7B
Discretionary
$2.3B
Employees
28
Clients
0
Accounts
1,975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.7B | $2.3B | $360.6M | 28 | 1 |
| Mar 2025 | $2.7B | $2.3B | $360.6M | 28 | 1 |
| Jan 2025 | $2.4B | $2.1B | $325.9M | 25 | 1 |
| Sep 2024 | $2.4B | $2.1B | $325.9M | 25 | 1 |
| Mar 2024 | $2.4B | $2.1B | $325.9M | 25 | 1 |
| Aug 2023 | $2B | $1.6B | $344.3M | 27 | 1 |
| Jun 2023 | $2B | $1.6B | $344.3M | 25 | 1 |
| Jun 2023 | $2B | $1.6B | $344.3M | 25 | 1 |
| May 2023 | $2B | $1.6B | $344.3M | 25 | 1 |
| Mar 2023 | $2B | $1.6B | $344.3M | 25 | 1 |
| Dec 2022 | $2.4B | $2B | $358.3M | 26 | 1 |
| Jul 2022 | $2.4B | $2B | $358.3M | 26 | 1 |
| Apr 2022 | $2.4B | $2B | $358.3M | 26 | 1 |
| Mar 2022 | $2.4B | $2B | $358.3M | 26 | 1 |
| Oct 2021 | $2.3B | $2.3B | $7.9M | 26 | 0 |
| Jun 2021 | $4.3B | $2.1B | $2.2B | 53 | 0 |
| Mar 2021 | $4.3B | $2.1B | $2.2B | 52 | 493 |
| Nov 2020 | $4.4B | $2B | $2.4B | 59 | 491 |
| Oct 2020 | $4.4B | $2B | $2.4B | 59 | 491 |
| Oct 2020 | $4.4B | $2B | $2.4B | 59 | 491 |
| Jul 2020 | $4.4B | $2B | $2.4B | 59 | 491 |
| Jun 2020 | $4.4B | $2B | $2.4B | 59 | 491 |
| Mar 2020 | $4.4B | $2B | $2.4B | 59 | 491 |
| Mar 2019 | $4.3B | $1.7B | $2.6B | 56 | 371 |
| Mar 2019 | $5B | $1.7B | $3.3B | 54 | 353 |
| Jan 2019 | $5B | $1.7B | $3.3B | 54 | 353 |
| Nov 2018 | $5B | $1.7B | $3.3B | 54 | 353 |
| Oct 2018 | $5B | $1.7B | $3.3B | 54 | 353 |
| Oct 2018 | $5B | $1.7B | $3.3B | 54 | 353 |
| Jun 2018 | $5B | $1.7B | $3.3B | 54 | 353 |
| Mar 2018 | $5B | $1.7B | $3.3B | 54 | 353 |
| Aug 2017 | $4.9B | $1.4B | $3.5B | 63 | 351 |
| Mar 2017 | $4.9B | $1.4B | $3.5B | 63 | 351 |
| Mar 2017 | $4.9B | $1.4B | $3.5B | 63 | 351 |
| Dec 2016 | $6.1B | $1.3B | $4.8B | 67 | 353 |
| Oct 2016 | $6.1B | $1.3B | $4.8B | 68 | 353 |
| Sep 2016 | $6.1B | $1.3B | $4.8B | 68 | 353 |
| Mar 2016 | $6.1B | $1.3B | $4.8B | 68 | 353 |
| Oct 2015 | $7.5B | $1.4B | $6.1B | 69 | 337 |
| Aug 2015 | $7.5B | $1.4B | $6.1B | 69 | 337 |
| Mar 2015 | $7.5B | $1.4B | $6.1B | 69 | 337 |
| Oct 2014 | $7.7B | $1.4B | $6.3B | 69 | 300 |
| Jul 2014 | $7.7B | $1.4B | $6.3B | 69 | 300 |
| Mar 2014 | $7.7B | $1.4B | $6.3B | 69 | 300 |
| Apr 2013 | $6.7B | $1.2B | $5.5B | 60 | 300 |
| Mar 2013 | $6.7B | $1.2B | $5.5B | 60 | 300 |
| Dec 2012 | $5.4B | $1.1B | $4.3B | 56 | 266 |
| Jul 2012 | $5.4B | $1.1B | $4.3B | 51 | 266 |
| Mar 2012 | $5.4B | $1.1B | $4.3B | 51 | 266 |
| Dec 2011 | $5.5B | $1.1B | $4.4B | 51 | 251 |
| Aug 2011 | $5.5B | $1.1B | $4.4B | 51 | -- |
| Feb 2011 | $3.8B | $987M | $2.9B | -- | -- |
| Oct 2010 | $3.8B | $987M | $2.9B | -- | -- |
| Sep 2010 | $3.8B | $987M | $2.9B | -- | -- |
| Jun 2010 | $3.8B | $987M | $2.9B | -- | -- |
| Oct 2009 | $2.8B | $775M | $2B | -- | -- |
| Mar 2009 | $2.8B | $775M | $2B | -- | -- |
| Mar 2008 | $3.8B | $1.1B | $2.6B | -- | -- |
| Mar 2008 | $3.8B | $1.1B | $2.6B | -- | -- |
| Oct 2007 | $3.7B | $1.1B | $2.6B | -- | -- |
| Mar 2007 | $3.7B | $1.1B | $2.6B | -- | -- |
| Mar 2007 | $3.4B | $1B | $2.4B | -- | -- |
| Mar 2006 | $3.4B | $1B | $2.4B | -- | -- |
| Sep 2005 | $2.8B | $838.5M | $2B | -- | -- |
| Jan 2005 | $1.7B | $636.9M | $1.1B | -- | -- |
| Dec 2004 | $1.7B | $636.9M | $1.1B | -- | -- |
| Mar 2004 | $1.7B | $636.9M | $1.1B | -- | -- |
| Mar 2002 | $514.7M | $514.7M | $0 | -- | -- |
DateApr 2025
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$360.6M
Employees28
Clients1
DateMar 2025
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$360.6M
Employees28
Clients1
DateJan 2025
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$325.9M
Employees25
Clients1
DateSep 2024
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$325.9M
Employees25
Clients1
DateMar 2024
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$325.9M
Employees25
Clients1
DateAug 2023
Total AUM$2B
Discretionary$1.6B
Non-Disc.$344.3M
Employees27
Clients1
DateJun 2023
Total AUM$2B
Discretionary$1.6B
Non-Disc.$344.3M
Employees25
Clients1
DateJun 2023
Total AUM$2B
Discretionary$1.6B
Non-Disc.$344.3M
Employees25
Clients1
DateMay 2023
Total AUM$2B
Discretionary$1.6B
Non-Disc.$344.3M
Employees25
Clients1
DateMar 2023
Total AUM$2B
Discretionary$1.6B
Non-Disc.$344.3M
Employees25
Clients1
DateDec 2022
Total AUM$2.4B
Discretionary$2B
Non-Disc.$358.3M
Employees26
Clients1
DateJul 2022
Total AUM$2.4B
Discretionary$2B
Non-Disc.$358.3M
Employees26
Clients1
DateApr 2022
Total AUM$2.4B
Discretionary$2B
Non-Disc.$358.3M
Employees26
Clients1
DateMar 2022
Total AUM$2.4B
Discretionary$2B
Non-Disc.$358.3M
Employees26
Clients1
DateOct 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$7.9M
Employees26
Clients0
DateJun 2021
Total AUM$4.3B
Discretionary$2.1B
Non-Disc.$2.2B
Employees53
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$2.1B
Non-Disc.$2.2B
Employees52
Clients493
DateNov 2020
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.4B
Employees59
Clients491
DateOct 2020
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.4B
Employees59
Clients491
DateOct 2020
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.4B
Employees59
Clients491
DateJul 2020
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.4B
Employees59
Clients491
DateJun 2020
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.4B
Employees59
Clients491
DateMar 2020
Total AUM$4.4B
Discretionary$2B
Non-Disc.$2.4B
Employees59
Clients491
DateMar 2019
Total AUM$4.3B
Discretionary$1.7B
Non-Disc.$2.6B
Employees56
Clients371
DateMar 2019
Total AUM$5B
Discretionary$1.7B
Non-Disc.$3.3B
Employees54
Clients353
DateJan 2019
Total AUM$5B
Discretionary$1.7B
Non-Disc.$3.3B
Employees54
Clients353
DateNov 2018
Total AUM$5B
Discretionary$1.7B
Non-Disc.$3.3B
Employees54
Clients353
DateOct 2018
Total AUM$5B
Discretionary$1.7B
Non-Disc.$3.3B
Employees54
Clients353
DateOct 2018
Total AUM$5B
Discretionary$1.7B
Non-Disc.$3.3B
Employees54
Clients353
DateJun 2018
Total AUM$5B
Discretionary$1.7B
Non-Disc.$3.3B
Employees54
Clients353
DateMar 2018
Total AUM$5B
Discretionary$1.7B
Non-Disc.$3.3B
Employees54
Clients353
DateAug 2017
Total AUM$4.9B
Discretionary$1.4B
Non-Disc.$3.5B
Employees63
Clients351
DateMar 2017
Total AUM$4.9B
Discretionary$1.4B
Non-Disc.$3.5B
Employees63
Clients351
DateMar 2017
Total AUM$4.9B
Discretionary$1.4B
Non-Disc.$3.5B
Employees63
Clients351
DateDec 2016
Total AUM$6.1B
Discretionary$1.3B
Non-Disc.$4.8B
Employees67
Clients353
DateOct 2016
Total AUM$6.1B
Discretionary$1.3B
Non-Disc.$4.8B
Employees68
Clients353
DateSep 2016
Total AUM$6.1B
Discretionary$1.3B
Non-Disc.$4.8B
Employees68
Clients353
DateMar 2016
Total AUM$6.1B
Discretionary$1.3B
Non-Disc.$4.8B
Employees68
Clients353
DateOct 2015
Total AUM$7.5B
Discretionary$1.4B
Non-Disc.$6.1B
Employees69
Clients337
DateAug 2015
Total AUM$7.5B
Discretionary$1.4B
Non-Disc.$6.1B
Employees69
Clients337
DateMar 2015
Total AUM$7.5B
Discretionary$1.4B
Non-Disc.$6.1B
Employees69
Clients337
DateOct 2014
Total AUM$7.7B
Discretionary$1.4B
Non-Disc.$6.3B
Employees69
Clients300
DateJul 2014
Total AUM$7.7B
Discretionary$1.4B
Non-Disc.$6.3B
Employees69
Clients300
DateMar 2014
Total AUM$7.7B
Discretionary$1.4B
Non-Disc.$6.3B
Employees69
Clients300
DateApr 2013
Total AUM$6.7B
Discretionary$1.2B
Non-Disc.$5.5B
Employees60
Clients300
DateMar 2013
Total AUM$6.7B
Discretionary$1.2B
Non-Disc.$5.5B
Employees60
Clients300
DateDec 2012
Total AUM$5.4B
Discretionary$1.1B
Non-Disc.$4.3B
Employees56
Clients266
DateJul 2012
Total AUM$5.4B
Discretionary$1.1B
Non-Disc.$4.3B
Employees51
Clients266
DateMar 2012
Total AUM$5.4B
Discretionary$1.1B
Non-Disc.$4.3B
Employees51
Clients266
DateDec 2011
Total AUM$5.5B
Discretionary$1.1B
Non-Disc.$4.4B
Employees51
Clients251
DateAug 2011
Total AUM$5.5B
Discretionary$1.1B
Non-Disc.$4.4B
Employees51
Clients--
DateFeb 2011
Total AUM$3.8B
Discretionary$987M
Non-Disc.$2.9B
Employees--
Clients--
DateOct 2010
Total AUM$3.8B
Discretionary$987M
Non-Disc.$2.9B
Employees--
Clients--
DateSep 2010
Total AUM$3.8B
Discretionary$987M
Non-Disc.$2.9B
Employees--
Clients--
DateJun 2010
Total AUM$3.8B
Discretionary$987M
Non-Disc.$2.9B
Employees--
Clients--
DateOct 2009
Total AUM$2.8B
Discretionary$775M
Non-Disc.$2B
Employees--
Clients--
DateMar 2009
Total AUM$2.8B
Discretionary$775M
Non-Disc.$2B
Employees--
Clients--
DateMar 2008
Total AUM$3.8B
Discretionary$1.1B
Non-Disc.$2.6B
Employees--
Clients--
DateMar 2008
Total AUM$3.8B
Discretionary$1.1B
Non-Disc.$2.6B
Employees--
Clients--
DateOct 2007
Total AUM$3.7B
Discretionary$1.1B
Non-Disc.$2.6B
Employees--
Clients--
DateMar 2007
Total AUM$3.7B
Discretionary$1.1B
Non-Disc.$2.6B
Employees--
Clients--
DateMar 2007
Total AUM$3.4B
Discretionary$1B
Non-Disc.$2.4B
Employees--
Clients--
DateMar 2006
Total AUM$3.4B
Discretionary$1B
Non-Disc.$2.4B
Employees--
Clients--
DateSep 2005
Total AUM$2.8B
Discretionary$838.5M
Non-Disc.$2B
Employees--
Clients--
DateJan 2005
Total AUM$1.7B
Discretionary$636.9M
Non-Disc.$1.1B
Employees--
Clients--
DateDec 2004
Total AUM$1.7B
Discretionary$636.9M
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2004
Total AUM$1.7B
Discretionary$636.9M
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2002
Total AUM$514.7M
Discretionary$514.7M
Non-Disc.$0
Employees--
Clients--