What departments does Litman Gregory Wealth Management have?

Litman Gregory Wealth Management has employees across 6 departments including Consultant, Finance, Engineering, Human Resources, Operations.

What is the largest department at Litman Gregory Wealth Management?

The largest department at Litman Gregory Wealth Management is Finance 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
43

United States Of America
43

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Italy
1

Litman Gregory Wealth Management's Leadership

A. G.
Chief Financial Officer
Mobile Phone
Email
E. C.
Chief Technology Officer
Mobile Phone
Email
J. H.
Chief Human Resources Officer
Mobile Phone
Email
J. S.
Vp - Operations
Mobile Phone
Email
A. A.
Vice President - Compliance
Mobile Phone
Email
K. G.
Owner/Consultant
Mobile Phone
Email
J. C.
Imgp Fund Management - Asset Management Director, Portfolio Management, Head Of Fixed Income Strategies
Mobile Phone
Email
P. L.
Assistant Vice President Business Technology
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 Info

Location

Last Update

K. G.
Owner/Consultant
Mobile Phone
Email
Dec 11, 2025
A. G.
Chief Financial Officer
Mobile Phone
Email
United StatesSouth Carolina
Feb 25, 2025
E. C.
Chief Technology Officer
Mobile Phone
Email
Oct 22, 2024
J. H.
Chief Human Resources Officer
Mobile Phone
Email
Oct 23, 2024
J. S.
Vp - Operations
Mobile Phone
Email
United StatesMissouri
Mar 11, 2025
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
P. L.
Assistant Vice President Business Technology
Mobile Phone
Email
UNITED STATES
Mar 24, 2026
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

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. The company's main headquarters is located in 2301 East el Segundo Boulevard 2150 el Segundo, California 90245 United States; 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 June 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 June 2026, Litman Gregory Wealth Management's key employees include:

Chief Financial Officer: A. G.
Chief Technology Officer: E. C.
Chief Human Resources Officer: J. H.
Vp - Operations: J. S.
Vice President - Compliance: A. A.

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Litman Gregory Wealth Management Employee Directory

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