Monica B. Munoz

LITMAN GREGORY WEALTH MANAGEMENT

Larkspur, CA 94939

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CRD#: 4490645

Professional summary

Monica Blair Munoz, CFP®, who also goes by Monica Blair Lorenzen, Monica Blair Muñoz, is a registered financial advisor currently at LITMAN GREGORY WEALTH MANAGEMENT, LLC located in Larkspur, California.

Monica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Monica has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Monica Blair Lorenzen | Monica Blair Muñoz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica Blair Munoz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 21, 2014 - Present

LITMAN GREGORY WEALTH MANAGEMENT, LLC

Office #1: 1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939

RIA

CRD#: 107611

Larkspur, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LITMAN GREGORY WEALTH MANAGEMENT, LLC

LITMAN GREGORY & CO LLC | LITMAN/GREGORY ASSET MANAGEMENT, LLC | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LITMAN GREGORY ASSET MANAGEMENT, LLC

CRD#: 107611 / SEC#: 801-50916

RIA

Registered Investment Advisory firm - (12/29/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/21/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

LITMAN GREGORY & CO LLC | LITMAN/GREGORY ASSET MANAGEMENT, LLC | LITMAN GREGORY WEALTH MANAGEMENT, LLC | LITMAN GREGORY ASSET MANAGEMENT, LLC

CRD#: 107611 / SEC#: 801-50916

RIA

Registered Investment Advisory firm - (12/29/1995 Approved)

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Contact information

Main Address

1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939

Mailing Address

Phone number

(415) 461-8999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LITMAN GREGORY WEALTH MANAGEMENT, LLC (4/11/2025)

Regulatory assets under management

Total Number of Accounts	1,975
AUM (Assets Under Management)	$ 2,678,342,739

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/05/2025	Cover Page	Report
10/30/2023	Cover Page	Report
01/30/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Monica B. Munoz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Monica Blair Munoz's CRS (Customer Relationship Summary).

Certified licenses

Experience

LITMAN GREGORY WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

LITMAN GREGORY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LITMAN GREGORY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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