This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ASPIRIANT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 9, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Dec 9, 1992

First registration

Mar 8, 2002

Dual registered

no

IAPD individual key

2296274

• Occurred

  Sep 17, 2025
  Advisor changed firm

  Gretchen Carol Hollstein left Litman Gregory Wealth Management, Llc for Aspiriant, Llc (registered 2025-09-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:818dcd9c-d4c0-9d2d-4b82-a079eea4f95d

First observed

Mar 8, 2002

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.