Lido Advisors
TL;DR
Lido is a Los Angeles based adviser founded in 1999 offering investment management, financial and estate planning, family office, insurance and trust services to high-net-worth families.
$42.5 billion
Regulatory AUM
As of ADV filing 2026-08-27
42,220
Accounts / Clients
13,043 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
437
Team Size
employees, 235 advisory
11 yrs
Years Registered
First registered 2015
About Lido Advisors
Lido is a Los Angeles based adviser founded in 1999 offering investment management, financial and estate planning, family office, insurance and trust services to high-net-worth families.
Office: 1875 Century Park East, Suite 950, Los Angeles, CA 90067.
Best for: families above $1M wanting a full family office and trust platform
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD269866
RegistrationSEC-registered
First registration2015
Regulatory AUM$42.5 billion
ADV filing date2026-08-27
Accounts42,220
Clients13,043 individual and high-net-worth clients
Employees437
Advisory employees235
Fee modelAdvisory fees; ADV 2A discloses commission-based products through a broker-dealer affiliate
Minimum$1,000,000 to open an account, waivable; $2,500 minimum quarterly fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CPA and CFA named on the site
Source: SEC Investment Adviser Public Disclosure, CRD 269866, as of ADV filing 2026-08-27, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Los Angeles, CA (2026): rank 9 of 10
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