Litman Gregory Wealth Management Information
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Litman Gregory Wealth Management
Summary
Litman Gregory Wealth Management has been in the industry for 39 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 36. To connect with Litman Gregory Wealth Management employee register on SignalHire.
Organization Website | lgam.com |
Phone Number | (415) 461-8999 |
Industries | |
Headquarters Location | 1100 Larkspur Landing Circle, California, 94939 US |
Employees Size | 10-50 employees |
Specialties | Asset management, investment research, global asset allocation, manager selection, fund of managers, managed portfolios, mutual funds, investment advisor, wealth management, financial planning, charitable giving, Legacy Planning, Wealth Transition, Retirement Planning, wealth planning, tax planning, charitable giving |
Founded | 1987 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Litman Gregory Wealth Management shows a diverse range of experience levels:
4% for 1–2 years17% for 3–4 years11% for 5–7 years9% for 8–10 years60% have over 11 years of service at Litman Gregory Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
Litman Gregory Wealth Management
Pratik Kumar
Vice President - Client Services
Monica Muñoz
Senior Wealth Advisor, Senior Vice President
Laura White
Vice President - Client Service Operations
Jenna Yeji Lee
Associate Operations
Elizabeth Miles Gueco Ungacta
Associate - Client Services
Amanda Armstrong
VP - Compliance
Josh Fredricks
Senior Operations Associate, Private Funds Group
Lesley Cannan
Director - Senior Advisor, Wealth Management US
Amy Mueller
Operations Associate
Taylor Welz PFS
Senior Advisor
Jared Noland
SVP - Advisory Services
Alistair Savides
Research Analyst
Sara Rutchena
VP - Client Operations
Steve Savage
Strategic Advisor
Diane Ziesing
Finance Consultant
Kathlyne Kiaie
Director - Chief Compliance Officer
Sheila Kilper
VP Client Services
Tisha Ehrenberger
Sr. VP - Client Service Operations
Laura White
Compliance Assistant
Jennifer Ceccarelli
Chief Operations Officer
Cynthia Morris
SVP-Investment Advisor
Jennifer Chabaneix
Administrative Assistant
Jason Siedle
VP - Operations
Chris Wheaton
Senior Investment Advisor, Managing Director
Lindsay Carter
Client Services Associate
Anthony Estrada
VP of Operations
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FAQ
Litman Gregory Wealth Management operates in the Finance industries. More details can be found on the official website: lgam.com.
The headquarters of Litman Gregory Wealth Management are located in Larkspur, United States.
You can contact Litman Gregory Wealth Management by phone at (415) 461-8999.
Litman Gregory Wealth Management currently employs 10-50 people.
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