L
LIDO
SEC RegisteredLOS ANGELES, CAhttps://lidoadvisors.com800-301-5496
Assets Under Management
$25B+
Employees
437
Office Locations
34 offices
Total Accounts
42220
About the firm
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
Services
Private funds / alternatives
HedgePrivate EquityVenture Capital
Who they serve
| 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
CA
LOS ANGELESHQ
TX
DALLAS
AZ
SCOTTSDALE
FL
ORLANDO
FL
TAMPA
UT
SALT LAKE CITY
TX
HOUSTON
CA
SAN DIEGO
CO
BOULDER
WA
BELLEVUE
CA
SAN FRANCISCO
CA
NEWPORT BEACH
CA
SANTA BARBARA
CA
PASADENA
MA
WELLESLEY
NC
CHARLOTTE
SC
BLUFFTON
CO
BROOMFIELD
NJ
RED BANK
CO
JOHNSTOWN
NE
OMAHA
WI
BROOKFIELD
CT
WEST HARTFORD
CA
SAN DIEGO
FL
BOCA RATON
MD
BETHESDA
NY
MANHATTAN
CA
WALNUT CREEK
GA
ATLANTA
CT
NEW HAVEN
NC
RALEIGH
TN
FRANKLIN
IL
CHICAGO
OH
NEW ALBANY
Advisors at this firm
Showing 100 of 203
Virginia Elizabeth Aaron
Investment Adviser Representative
Raul Acevedo
Investment Adviser Representative
Myra K Alport
Investment Adviser Representative
Matthew Stuart Altman
Investment Adviser Representative
Cody Ambrogi
Investment Adviser Representative
Daniella Maria Amore
Investment Adviser Representative
Keith George Andreasen
Investment Adviser Representative
Ramsey Michael Andrijevich
Investment Adviser Representative
Paul Anthony Anello
Investment Adviser Representative
Alex Javier Angulo
Investment Adviser Representative
Brian Wayne Appel
Investment Adviser Representative
Sierra Anne Argyle
Investment Adviser Representative
Carlos I Arroyo Govea
Investment Adviser Representative
Allison Arvold
Investment Adviser Representative
Maher Askary
Investment Adviser Representative
Jason Ryer Baldridge
Investment Adviser Representative
John Anthony Barnes
Investment Adviser Representative
Thomas Ashford Tokuzo Bartling
Investment Adviser Representative
Stacy Lynn Beattie
Investment Adviser Representative
Gunit Kaur Bedi
Investment Adviser Representative
Davis Harrison Bell
Investment Adviser Representative
Luke Aaron Bender
Investment Adviser Representative
Jack Gabriel Ingemar Bergon
Investment Adviser Representative
Jennifer Betbadal
Investment Adviser Representative
Maria Elena Bird
Investment Adviser Representative
Scott Aikele Bird
Investment Adviser Representative
Tristan Bishop
Investment Adviser Representative
Jeffrey Douglas Bjornson
Investment Adviser Representative
Courtney Hale Blum
Investment Adviser Representative
Jason Brett Blumberg
Investment Adviser Representative
Vincent Michael Bonavia
Investment Adviser Representative
Laura Joan Braverman
Investment Adviser Representative
Scott David Brokaw
Investment Adviser Representative
Alexandra Marie Browne
Investment Adviser Representative
Benjamin W Bruner
Investment Adviser Representative
Blair Elizabeth Buick
Investment Adviser Representative
John Charles Bute
Investment Adviser Representative
Victor M Campos
Investment Adviser Representative
Grady Harrison Camps
Investment Adviser Representative
Adam Ruben Castillo
Investment Adviser Representative
Stasia Elaine Cato-Washington
Investment Adviser Representative
Ananya Chandra
Investment Adviser Representative
James Chartrey
Investment Adviser Representative
Stuart Dubes Chaussee
Investment Adviser Representative
Henry Robert Chaussée
Investment Adviser Representative
Justin Cho
Investment Adviser Representative
Alek Christensen
Investment Adviser Representative
Andrew Scott Christensen
Investment Adviser Representative
Jeffrey Anton Christie
Investment Adviser Representative
Anthony M Clay
Investment Adviser Representative
Dani M. Comart
Investment Adviser Representative
Edward J Comerford
Investment Adviser Representative
Ryan Patrick Cosgrove
Investment Adviser Representative
Brent Edward Coughenour
Investment Adviser Representative
Kayla Jade Cross
Investment Adviser Representative
Kyle Julian Cross
Investment Adviser Representative
Meagan D'Angelo
Investment Adviser Representative
Matthew D'Attilio
Investment Adviser Representative
Audrey Celeste Dalsass
Investment Adviser Representative
Michael Thomas Davis
Investment Adviser Representative
John Derry
Investment Adviser Representative
Christopher Michael Desalvo
Investment Adviser Representative
James William Diehl
Investment Adviser Representative
Nolan Dietel
Investment Adviser Representative
Nicholas Doddo
Investment Adviser Representative
Dalton Jason Downer
Investment Adviser Representative
Nathaniel Steven Downes
Investment Adviser Representative
Sergio De Jesus Duenas Granados
Investment Adviser Representative
James Scott Duncanson
Investment Adviser Representative
Roy Morgan Elliott
Investment Adviser Representative
Dominik Elmasian
Investment Adviser Representative
Adrianne Erickson
Investment Adviser Representative
Brian Philip Alan Estep
Investment Adviser Representative
Mitchell Daniel Fedders
Investment Adviser Representative
Jessica D Fino
Investment Adviser Representative
Brennan William Fontana
Investment Adviser Representative
Jerrod Foster
Investment Adviser Representative
Kamarra Freeman
Investment Adviser Representative
Eric Christopher Furstner
Investment Adviser Representative
Garrett Brent Gabriel
Investment Adviser Representative
Jeffrey Hiram Garden
Investment Adviser Representative
Colman D Garvey
Investment Adviser Representative
John A Genung
Investment Adviser Representative
Erica Kaur Ghotra
Investment Adviser Representative
Benjamin Ryan Gottlieb
Investment Adviser Representative
Colin Charles Grover
Investment Adviser Representative
Trevor A Guenther
Investment Adviser Representative
David Stephen Haddad
Investment Adviser Representative
Henry Luce Hagenbuch
Investment Adviser Representative
Brian Farzin Haloossim
Investment Adviser Representative
Andrew Terrence Hancock
Investment Adviser Representative
Brandon Heicklen
Investment Adviser Representative
Richard Stephen Henry
Investment Adviser Representative
Henry Davis Herrill
Investment Adviser Representative
Conrad P Hindert
Investment Adviser Representative
Samuel Douglas Hoeck
Investment Adviser Representative
Kirstie Nichole Hunt
Investment Adviser Representative
Andrew Ielmini
Investment Adviser Representative
Victor Isidro
Investment Adviser Representative
Jonathan Wright Jewitt
Investment Adviser Representative
Regulatory & compliance
CRD number
#269866
SEC Number
801-100433
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
lidoadvisors.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LIDO has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.