Litman Gregory Wealth Management
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.
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Verified contacts
38
available on Kipplo
LinkedIn employees
19
1 to 10 range
Open roles
—
no listings
Distinct roles
31
indexed titles
Tech stack
3
tools in use
Monthly traffic
120
organic / mo
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Decision-makers and verified team members
38 contacts with verified email or phone · masked until revealed.
- AE
Anthony Estrada
VP of Operations · Operations
EmailPhone - LW
Laura White
Vice President - Client Service Operations · Operations
EmailPhone - MD
Michele Dunevent
VP - Client Services · Customer/Client Service
EmailPhone - PK
Pratik Kumar
Vice President - Client Services · Customer/Client Service
EmailPhone - SR
Sara Rutchena
VP - Client Operations · Operations
EmailPhone - SK
Sheila Kilper
VP Client Services · Customer/Client Service
EmailPhone - TE
Tisha Ehrenberger
Sr VP - Client Service Operations · Operations
EmailPhone - JB
John Baxman
Senior Wealth Advisor · Finance & Accounting
EmailPhone - AM
Amy Mueller
Operations Associate · Operations
EmailPhone
Showing 9 of 38 verified contacts
Top roles at Litman Gregory Wealth Management
31 distinct titles indexed · top 10 shown.
- 2associate operations
- 2managing director - chief compliance officer, imgp executive committee member
- 2senior investment advisor, managing director
- 2vice president - client service operations
- 1accountant
- 1associate - client services
- 1broker
- 1business secretary
- 1compliance assistant
- 1director of marketing
- +21more titles
Sign up to unlock all 38 contacts at Litman Gregory Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 38 verified contacts at Litman Gregory Wealth Management
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