# Lido Advisors Family Office

Lido Advisors Family Office is a Multi Family Office based in Los Angeles, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 1999
- **Assets under management:** 44700 (Altss estimate)
- **Website:** lidoadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/lido-advisors

## Regulatory record

- **CRD number:** 269866
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-07T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/269866

## About

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.

## People

- 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

## 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

## Related profiles

- [Baron Capital Management](https://altss.com/profile/baron-capital-management)
- [Moneta Group](https://altss.com/profile/moneta-group)

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Last updated: 2026-07-06T00:42:38.181Z

Canonical page: https://altss.com/profile/lido-advisors-family-office

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