Platte River Wealth Advisors

EST. AUM
$544,269,827

CONTACTS
2

CLIENT ACCOUNTS
281

Firm Details

Metro area Denver
CRD Number 304224
Website lidoadvisors.com
Client types

Overview

Platte River was acquired by Lido Advisors in October 2024, and all members of the Platte River team will join Lido. Tyler Olsen, CFP, CPA, President and Wealth Advisor, and Warren Baker, CFA, Director of Investment Strategy, will become partners at Lido. Platte River is a wealth management boutique, with Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Public Accountant (CPA) expertise that the firm believes gives its clients an advantage. The firm personally invests its clients’ portfolios, with the aim of ensuring consistent growth and minimized volatility over time. Its Certified Public Accountant (CPA) credentials allow the firm to manage portfolios in a highly tax-efficient manner.

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

Platte River Wealth Advisors

Platform Details

Investment Preferences

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