Lido Advisors, Llc

Lido Advisors, Llc company information, Employees & Contact Information

Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies. Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR. Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.

Company Details

Employees
360
Founded
-
Address
1875 Century Park East, Suite 950,united States
Phone
(214) 461-1400
Email
in****@****ors.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Los Angeles, CA
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News

Lido Advisors to Partner with Olympus Wealth Management - PR Newswire

Lido Advisors to Partner with Olympus Wealth Management PR Newswire

Lido Advisors Names Elena Ro Chief Compliance Officer to Strengthen Regulatory and Operational Oversight - Yahoo Finance

Lido Advisors Names Elena Ro Chief Compliance Officer to Strengthen Regulatory and Operational Oversight Yahoo Finance

RIA Edge Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM - wealthmanagement.com

RIA Edge Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM wealthmanagement.com

Lido Advisors Completes Strategic Investment from HPS to Support Continued Growth - Yahoo Finance

Lido Advisors Completes Strategic Investment from HPS to Support Continued Growth Yahoo Finance

Lido Advisors Appoints Justin Barish as Chief Marketing and Digital Officer to Lead National Strategy and Accelerate Growth - PR Newswire

Lido Advisors Appoints Justin Barish as Chief Marketing and Digital Officer to Lead National Strategy and Accelerate Growth PR Newswire

Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth - Business Wire

Lido Advisors Enters into Strategic Partnership with HPS to Support Continued Growth Business Wire

Henry Hagenbuch Joins Lido Advisors as Senior Managing Director for M&A - citybiz

Henry Hagenbuch Joins Lido Advisors as Senior Managing Director for M&A citybiz

$24B RIA Lido Advisors snaps up Pegasus Partners - InvestmentNews

$24B RIA Lido Advisors snaps up Pegasus Partners InvestmentNews

Lido Advisors to Partner with Copperwynd Financial - PR Newswire

Lido Advisors to Partner with Copperwynd Financial PR Newswire

Lido Advisors' Greg Kushner, Alexandra Browne, and Michael Karsa Recognized Among Forbes' Top Wealth Advisors - Business Wire

Lido Advisors' Greg Kushner, Alexandra Browne, and Michael Karsa Recognized Among Forbes' Top Wealth Advisors Business Wire

Lido Advisors Acquires Enterprise Trust & Investment Company - citybiz

Lido Advisors Acquires Enterprise Trust & Investment Company citybiz

Lido Advisors to Partner with BluePointe Capital Management - PR Newswire

Lido Advisors to Partner with BluePointe Capital Management PR Newswire

Lido Advisors Partners With Constellation Wealth Capital to Further Accelerate M&A and Organic Growth - Business Wire

Lido Advisors Partners With Constellation Wealth Capital to Further Accelerate M&A and Organic Growth Business Wire

Lido Advisors Announces Partnership with Avitas Wealth Management, a Southern California RIA Specializing in Multigenerational Families - PR Newswire

Lido Advisors Announces Partnership with Avitas Wealth Management, a Southern California RIA Specializing in Multigenerational Families PR Newswire

Lido Advisors Ranked #18 on Barron's Top 100 RIA Firms List - PR Newswire

Lido Advisors Ranked #18 on Barron's Top 100 RIA Firms List PR Newswire

Lido Advisors to Partner with Exchange Capital Management, Continuing Expansion - PR Newswire

Lido Advisors to Partner with Exchange Capital Management, Continuing Expansion PR Newswire

Lido Advisors Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering - PR Newswire

Lido Advisors Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering PR Newswire

Lido Advisors to Combine with Pegasus Partners to Further Strengthen UHNW Offering - PR Newswire

Lido Advisors to Combine with Pegasus Partners to Further Strengthen UHNW Offering PR Newswire

Lido Advisors Expands Further into New England Market - PR Newswire

Lido Advisors Expands Further into New England Market PR Newswire

Lido Advisors Announces Presence in New Albany, Ohio, Continuing National Growth - Business Wire

Lido Advisors Announces Presence in New Albany, Ohio, Continuing National Growth Business Wire

Lido Advisors Announces Acquisition of Enterprise Trust & Investment Company to Further Expand its Wealth Management Platform - Business Wire

Lido Advisors Announces Acquisition of Enterprise Trust & Investment Company to Further Expand its Wealth Management Platform Business Wire

Debra Achkire Joins Lido as General Counsel - Business Wire

Debra Achkire Joins Lido as General Counsel Business Wire

Lido Advisors Acquires $830M Exchange Capital Management in Michigan - wealthmanagement.com

Lido Advisors Acquires $830M Exchange Capital Management in Michigan wealthmanagement.com

IDB LIDO WEALTH ANNOUNCES STRATEGIC EXPANSION - PR Newswire

IDB LIDO WEALTH ANNOUNCES STRATEGIC EXPANSION PR Newswire

IDB Bank and Lido Advisors Launch IDB Lido Wealth as Registered Investment Advisor - PR Newswire

IDB Bank and Lido Advisors Launch IDB Lido Wealth as Registered Investment Advisor PR Newswire

Lido Advisors acquires $830m Michigan RIA - Citywire

Lido Advisors acquires $830m Michigan RIA Citywire

Lido Advisors Announces Vivek Dhayagude as Chief Technology Officer - Business Wire

Lido Advisors Announces Vivek Dhayagude as Chief Technology Officer Business Wire

Lido Advisors Enters into Strategic Partnership with Charlesbank Capital Partners to Invest in Growth - GlobeNewswire

Lido Advisors Enters into Strategic Partnership with Charlesbank Capital Partners to Invest in Growth GlobeNewswire

Lido Advisors Announces Stacy Beattie as Chief Operating Officer - Business Wire

Lido Advisors Announces Stacy Beattie as Chief Operating Officer Business Wire

$30bn Lido Advisors sells stake to HPS Investment Partners - Citywire

$30bn Lido Advisors sells stake to HPS Investment Partners Citywire

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture - Business Wire

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture Business Wire

How can ophthalmologists accumulate and grow funds to retire? - Healio

How can ophthalmologists accumulate and grow funds to retire? Healio

Lido Advisors Announces Stuart Katz as Senior Managing Director - Business Wire

Lido Advisors Announces Stuart Katz as Senior Managing Director Business Wire

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