Litman Gregory Asset Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1676 N California Blvd Ste 500, Walnut C...Phone Number
(925) 254-8999Website
www.lgam.comRevenue
$20.1 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
2
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1
About Litman Gregory Asset Management
Litman Gregory Wealth Management is a nationally recognized boutique firm specializing in wealth management for individuals, families, and nonprofits. With over three decades of experience, they provide a full range of wealth planning strategies and investment expertise to help clients achieve financial success. The firm emphasizes advice-driven relationships, transparency, and a commitment to clients' financial well-being. Their services include personal wealth management, strategic planning, and acting as fiduciary partners for nonprofits.Explore more
Litman Gregory Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Litman Gregory Asset Mana...
$20.1M
11-50
Private
-
1987
Ronald JohnsonManaging Partner, Chief Financial Officer
$5M
11-50
Private
<$5M
2002
Company Profile Activity
Activity Insights
Litman Gregory Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Litman Gregory Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Litman Gregory Asset Management.
Litman Gregory Asset Management Tech Stack
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Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
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Litman Gregory Asset Management has been ranked #124 on the Forbes' list of America's Top RIA Firms.
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Litman Gregory Asset Management News & Media
Success of the Private Client Business of Wedgewood Partners Integration into Litman Gregory Wealth Management Supported by 100% of Clients
LARKSPUR, Calif. & ST. LOUIS--(BUSINESS WIRE)--It has been one year since the Private Client Business of Wedgewood Partners in St. Louis (Wedgewood), MO was acquired by Litman Gregory Wealth Management (LGWM) and work commenced on integrating the firms. According to LGWM CEO Jeff Seeley, “Our goal was a transition so seamless that Wedgewood clients wouldn’t notice any change. That has been validated by 100% of the clients who have continued with the broader firm. ThisPartnerSelect Funds Announces Launch of New Fund with Oldfield Partners
WALNUT CREEK, Calif., Dec. 1, 2020 /PRNewswire/ -- PartnerSelect Funds, an affiliate of wealth management firm Litman Gregory Asset Management, announced the launch of its latest offering: PartnerSelect Oldfield International Value Fund (POIVX). The fund employs a contrarian value...Litman Gregory Masters Funds Announces Name Change to PartnerSelect Funds & New Fund Launch
WALNUT CREEK, Calif., Aug. 11, 2020 /PRNewswire/ -- Litman Gregory Masters Funds, an affiliate of wealth management firm Litman Gregory Asset Management, has changed its name to PartnerSelect Funds. The new name better represents its mission to identify and select high-quality managers...Litman Gregory Masters Funds Launches High Income Alternatives Fund
WALNUT CREEK, Calif., Sept. 24, 2018 /PRNewswire/ -- Litman Gregory Fund Advisors, LLC, an affiliate of wealth management firm Litman Gregory Asset Management, announced today the launch of Litman Gregory Masters High Income Alternatives Fund. The fund will be available September 28 on...
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Litman Gregory Wealth Management is a nationally recognized boutique firm specializing in wealth management for individuals, families, and nonprofits. With over three decades of experience, they provide a full range of wealth planning strategies and investment expertise to help clients achieve financial success. The firm emphasizes advice-driven re... Read More
