Litman Gregory Wealth Management, LLC

Company ID 199520610003 Status Active
Litman Gregory Wealth Management, LLC was incorporated as an LLC on July 25, 1995, with its office address at 1676 N California Blvd, Suite 500, Walnut Creek, CA 94596. It is registered with the California Secretary of State. Steve Savage serves as the registered agent. The company is currently active. It has been operating for 30 years and 6 days.
Contact
Mail Address
1676 N California Blvd, Suite 500, Walnut Creek, CA 94596
Email
Unreported
Telephone
Website
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Basic Information

Updated: 2024-03-27
Company Name
Litman Gregory Wealth Management, LLC
Company ID
199520610003
Date of Registration
Jurisdiction
California
State
California
Type
Limited Liability Company - Ca
Office Address
1676 N California Blvd, Suite 500, Walnut Creek, CA 94596
Status
Active

Agent Information

Agent Name: Steve Savage
Address: 1676 N California Blvd, Suite 500 Walnut Creek, CA 94596

Latest Activity & Filing History

Latest Activity
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Legacy Amendment
2021-09-30
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Statement of Information
2021-04-28
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Statement of Information
2019-07-31
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System Amendment - SI Delinquency for the year of 0
2013-11-05
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Amendment - Name Change Only
2011-07-19
Filing Changes
Date
2001-04-01
Amendment Type
Legacy Comment
Change From
Calif Name Amended From: Litman/gregory & Company, LLC
Change To
Calif Name Amended To: Litman/gregory Asset Management, LLC
Date
2010-12-14
Amendment Type
Legacy Comment
Change From
Pages_amended
Change To

Documents

Filling Date
2021-09-30
Download
Description
Legacy Amendment
Filling Date
2021-04-28
Download
Description
Statement of Information
Filling Date
2019-07-31
Download
Description
Statement of Information
Filling Date
2013-11-05
Download
Description
System Amendment - SI Delinquency for the year of 0
Filling Date
2011-07-19
Download
Description
Amendment - Name Change Only

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