Litman Gregory Wealth Management Employee Directory

Q: What is Litman Gregory Wealth Management known for?

Litman Gregory Wealth Management was founded in 1987. Litman Gregory Wealth Management operates in the Financial Services industry.

Financial ServicesCalifornia, United States11-50 Employees

Litman Gregory Wealth Management’s wealth management business has transitioned to Beacon Pointe Advisors as of 12/31/2025.

For information about Beacon Pointe Advisors, please visit their website.

Find Litman Gregory Wealth Management employees' phone numbers or email addresses

Litman Gregory Wealth Management Global Highlights

North America
48

United States Of America
48

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

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 05, 2026
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
Oct 22, 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

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 1100 Larkspur Landing Circle 300 Larkspur, California 94939 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 17 employees as of March 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 March 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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