LIDO

SEC Registered

You're different. That's why we're different.

LOS ANGELES, CAhttps://lidoadvisors.com800-301-5496

Assets Under Management

$25B+

Employees

437

Office Locations

34 offices

Total Accounts

42220

About the firm

Lido is one of the nation's fastest-growing private wealth management companies, with over $40 billion in regulatory assets under management and offices throughout the United States. For more than 25 years, Lido has built on the best practices of dynamic ultra-wealthy families, distilling that experience into Lido One, a holistic wealth management model designed to deliver family office-style services to a broader range of investors.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingState/Municipal

Areas of expertise

Wealth ManagementFamily OfficeInvestment ManagementEstate PlanningTax ConsultingTax PreparationTrust ServicesPhilanthropic ConsultingFamily GovernanceLiquidity ManagementLegacy Creation

Services

Financial and estate planning, investment management, tax consulting and preparation, and trust services including trust administration, family governance, and philanthropic consulting.

Private funds / alternatives

HedgePrivate EquityVenture Capital

Who they serve

Clients navigating the complexities of wealth, including those seeking family office-style services once limited to the ultra-wealthy.

Client segment	Clients	Assets managed
Individuals (Non-HNW)	3,214	$1.4B
High Net Worth Individuals	9,829	$36.8B
Pension/Profit Sharing Plans	22	$684M
Charitable Organizations	26	$46M
State/Municipal Entities	290	—
Sovereign Wealth Funds	3	—

2 total clients reported on Form ADV.

Leadership

Llc Lido Advisors Holdings

MANAGING MEMBER

Inc. Kushner Holdings

MEMBER

Gregory Paul Kushner

OWNER

Jeffrey Joseph Westheimer

MEMBER

Jason Jay Ozur

MEMBER

Alyssa Lyndsey Weinberger

MEMBER

Jeffrey Joseph Westheimer

SENIOR MANAGING DIRECTOR

Jason Jay Ozur

SENIOR MANAGING DIRECTOR & PRESIDENT

Alyssa Lyndsey Weinberger

SENIOR MANAGING DIRECTOR

Gregory Paul Kushner

CHAIRMAN & SENIOR MANAGING DIRECTOR

Jason Pang Fe Lee

SENIOR MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL

Kenneth Aaron Stern

SENIOR MANAGING DIRECTOR

Kenneth Aaron Stern

OWNER

Jeffrey Anton Christie

MEMBER

Brendan William Van Cleve

MEMBER

Eric Geoffrey Hoffman

MEMBER

Inc. Aps Holdings

MEMBER

Office locations

34 offices in 20 states

LOS ANGELESHQ

DALLAS

SCOTTSDALE

ORLANDO

TAMPA

SALT LAKE CITY

HOUSTON

SAN DIEGO

BOULDER

BELLEVUE

SAN FRANCISCO

NEWPORT BEACH

SANTA BARBARA

PASADENA

WELLESLEY

CHARLOTTE

BLUFFTON

BROOMFIELD

RED BANK

JOHNSTOWN

OMAHA

BROOKFIELD

WEST HARTFORD

SAN DIEGO

BOCA RATON

BETHESDA

MANHATTAN

WALNUT CREEK

ATLANTA

NEW HAVEN

RALEIGH

FRANKLIN

CHICAGO

NEW ALBANY

Advisors at this firm

Showing 100 of 320

Asset tier	Annual rate
Primary - Under $2M	1.25%
Primary - $2M and higher	1.00%
Heritage Pegasus - Under $2M	1.00%
Heritage Pegasus - $2M to under $5M	0.85%
Heritage Pegasus - $5M to under $10M	0.75%
Heritage Pegasus - $10M to under $15M	0.70%
Heritage Pegasus - $15M to under $20M	0.65%
Heritage Pegasus - $20M to under $25M	0.60%
Heritage Pegasus - $25M to under $40M	0.50%
Heritage Pegasus - $40M to under $50M	0.45%
Heritage Pegasus - $50M to under $75M	0.40%
Heritage Pegasus - $75M or more	0.35%

LIDO

About the firm

Firm Focus

Areas of expertise

Services

Who they serve

Leadership

Office locations

Advisors at this firm

Regulatory & compliance

Contact Information

Find the right advisor for you