Litman Gregory Wealth Management is a family office - multi based in Larkspur, United States, founded in 1987. Verified contact details, AUM data, and investment preferences on FindLPs.
Litman Gregory Wealth Management is a multi-family office based in Larkspur, California. Established in 1987, the firm provides investment advisory, personal wealth management & portfolio management services to corporations, high-net-worth individuals, trusts, estates, non-profit organizations, and third-party investment advisers. 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.
Investment types: Buyout, Distressed Debt, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Civic & Public Affairs, Debt Management, Diversified Finance Consulting, Equity/Mutual Funds, ESG & Sustainability, Investment Management, Legal & Tax Services, Retirement Planning, Socially Responsible Investments (SRI), Trust Management, Wealth & Estate Planning, Financial Services, Finance, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets), Values-Based Investing
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: 1100 Larkspur Landing Circle\nLarkspur\nCalifornia\n94939\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.