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Lido Advisors Family Office
Lido Advisors is a private wealth management and advisory company that provides holistic wealth management services to high-net-worth families and individuals.
Lido Advisors Family Office
Lido Advisors is a private wealth management and advisory company that provides holistic wealth management services to high-net-worth families and individuals. It is headquartered in Los Angeles, CA. Founded in 1998, the firm manages $42.5 Billion in assets and operates a team of wealth advisors, client relationship managers, and investment professionals.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Principals
Aaron Love
Vice President, Client Relationship Manager
Adam Castillo
Vice President, Client Relationship Manager, Team Lead
Adam Osterling
Vice President, Wealth Advisor
Adrianne Erickson
Vice President, Client Relationship Manager
Al Mathews
Director, Senior Wealth Advisor
Alek Christensen
Vice President, Client Relationship Manager
Alex Kob
Senior Managing Director, Senior Wealth Manager, Market Lead
Alexandra Browne
Senior Managing Director, Chief Development Officer
Alexandra Papell
Vice President, Senior Wealth Manager
Alyssa Weinberger
Founding Partner, Chief People Officer, President, Family Office Advisory
Amit Josef
Senior Vice President, Senior Wealth Advisor
Andrew Hancock
Senior Vice President, Senior Wealth Manager
Andrew Ielmini
Senior Vice President, Client Relationship Manager
Andrew Stewart
Director, Senior Wealth Advisor
Andrew Wallace
Senior Vice President, Senior Wealth Manager
Anthony Clay
Vice President, Client Relationship Manager
Ashish Patel
Vice President, Wealth Advisor
Austin Taylor
Vice President, Client Relationship Manager
Barbara Lommen
Senior Vice President, Senior Wealth Advisor
Beck Johnson
Senior Vice President, Senior Wealth Manager
Becky Rang
Senior Vice President, Senior Wealth Advisor
Ben Bruner
Vice President, Client Relationship Manager
Ben Finan
Senior Vice President, Senior Wealth Advisor
Ben Hamblen
Senior Vice President, Senior Wealth Manager
Bob Renshaw
Senior Vice President, Senior Wealth Advisor
Bradley Kaufman
Vice President, Client Relationship Manager
Brandon Denihan
Director, Senior Wealth Advisor
Brandon Heicklen
Senior Vice President, Senior Wealth Manager
Brandon Nie
Senior Vice President, Senior Wealth Advisor
Brendan Van Cleve
Managing Director, Senior Wealth Manager
Brennan Fontana
Senior Vice President, Digital Distribution and Partnership
Brent Coughenour
Senior Vice President, Senior Wealth Manager
Brian Appel
Director, Senior Wealth Advisor, Market Lead
Brian Blackwell
Senior Vice President, Senior Wealth Manager
Brian Estep
Vice President, Senior Wealth Manager
Brian Griffiths
Vice President, Senior Wealth Manager
Brian Haloossim
President
Brian Leadley
Managing Director, Senior Wealth Advisor
Brian Reisner
Senior Vice President, Senior Wealth Manager
Brooke Napiwocki
Director, Senior Wealth Man
Candice Richardson
CFA, CAIA, Investments & Analytics
Jason Ozur
Chief Executive Officer
Sergio Dueñas
CFA, Investments & Analytics
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoFrequently asked questions
Where is Lido Advisors headquartered?
Los Angeles, CA
When was Lido Advisors founded?
1998
What assets under management does Lido Advisors report?
$42.5 Billion
What services does Lido Advisors provide?
Holistic wealth management services to high-net-worth families and individuals
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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