Lido Advisors

EST. AUM
$42,504,972,428

CONTACTS
100

CLIENT ACCOUNTS
42,220

Firm Details

Metro area Los Angeles
CRD Number 269866
Website lidoadvisors.com
Client types

Overview

Lido Advisors is one of the nation’s fastest-growing wealth advisory firms, with over $38.8 billion in assets under management and offices throughout the United States. The firm provides comprehensive and unique investment and wealth strategies to high-net-worth and ultra-high-net worth individuals, families, charitable organizations, and institutions. Its advantage lies in a unique financial and wealth planning process designed to grow, protect, and maximize clients’ lives, legacies, and livelihoods. It also dedicates its resources to offer new, innovative, cutting-edge strategies for clients. Lido Advisors acquired Avitas Wealth Management in Dec 2024. IDB Lido Wealth has been launched by IDB Bank and Lido Advisors, focusing on bringing asset management services to the clients of IDB Bank. Lido Advisors CEO Jason Ozur will serve as chairman of the new RIA. Lido had $12 B AUM across 28 offices prior to the new venture with IDB. Lido Advisors recently acquired Pegasus Part.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lido Advisors

Platform Details

Investment Preferences

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