What departments does Litman Gregory Wealth Management have?

Litman Gregory Wealth Management has employees across 3 departments including Engineering, Human Resources, Finance.

What is the largest department at Litman Gregory Wealth Management?

The largest department at Litman Gregory Wealth Management is Human Resources with 2 employees.

Where are Litman Gregory Wealth Management employees located globally?

Litman Gregory Wealth Management has employees across 2 continents and 3 countries including Italy, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Litman Gregory Wealth Management's team size changed over time?

Litman Gregory Wealth Management's team has decreased from approximately 26 to 10 employees based on available data.

Litman Gregory Wealth Management Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Litman Gregory Wealth Management is a financial services firm based in El Segundo, California. The company has operated in wealth management and has engaged in activities such as asset acquisitions and investments, including stakes in publicly traded companies and managed futures funds, reflecting a focus on expanding client portfolios and advisory capabilities. Its client base comprises high-net-worth individuals and private clients seeking comprehensive wealth management services, with a history of growth through strategic acquisitions and partnerships within the broader wealth management ecosystem. As part of the industry, it has been recognized by independent rankings for its performance, and in late 2025, its wealth management business transitioned to Beacon Pointe Advisors, indicating a structural consolidation within the sector. The recent development signals ongoing consolidation and relocation of advisory services under Beacon Pointe, while Litman Gregory Asset Management continues its operations as a separate entity prior to the announced transition.

Litman Gregory Wealth Management Global Highlights

North America
41

United States Of America
41

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Italy
1

Litman Gregory Wealth Management's Leadership

E. C.
Chief Technology Officer
Mobile Phone
Email
J. H.
Chief Human Resources Officer
Mobile Phone
Email
A. A.
Vice President - Compliance
Mobile Phone
Email
J. C.
Imgp Fund Management - Asset Management Director, Portfolio Management, Head Of Fixed Income Strategies
Mobile Phone
Email
C. R.
Human Resources Director
Mobile Phone
Email
S. P.
Director, National Distribution And Institutional Relationships
Mobile Phone
Email
M. M. C.
Senior Advisor, Manager Of Wealth Planning Services
Mobile Phone
Email
W. A.
Client Service Associate
Mobile Phone
Email

Litman Gregory Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Human Resources
Retail
Other
Administrative

Contact profiles from Litman Gregory Wealth Management

Name

Title

Contact

Location

Last Update

E. C.
Chief Technology Officer
Mobile Phone
Email
Oct 22, 2024
J. H.
Chief Human Resources Officer
Mobile Phone
Email
Oct 23, 2024
A. A.
Vice President - Compliance
Mobile Phone
Email
Oct 17, 2024
J. C.
Imgp Fund Management - Asset Management Director, Portfolio Management, Head Of Fixed Income Strategies
Mobile Phone
Email
Oct 23, 2024
C. R.
Human Resources Director
Mobile Phone
Email
Oct 21, 2024
S. P.
Director, National Distribution And Institutional Relationships
Mobile Phone
Email
Oct 22, 2024
M. M. C.
Senior Advisor, Manager Of Wealth Planning Services
Mobile Phone
Email
Oct 21, 2024
W. A.
Client Service Associate
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Litman Gregory Wealth Management known for?

Litman Gregory Wealth Management was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-415-461-****

. Explore Litman Gregory Wealth Management's company overview page for more information.

What is Litman Gregory Wealth Management's most common email format?

Litman Gregory Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Litman Gregory Wealth Management email formats with LeadIQ.

How many employees does Litman Gregory Wealth Management have currently?

Litman Gregory Wealth Management has approximately 16 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Litman Gregory Wealth Management's key employees and leadership?

As of July 2026, Litman Gregory Wealth Management's key employees include:

Chief Technology Officer: E. C.
Chief Human Resources Officer: J. H.
Vice President - Compliance: A. A.
Imgp Fund Management - Asset Management Director, Portfolio Management, Head Of Fixed Income Strategies: J. C.
Human Resources Director: C. R.

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Litman Gregory Wealth Management Employee Directory

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