What departments does Lido Advisors have?

Lido Advisors has employees across 8 departments including Finance, Entrepreneurship, Operations, Human Resources, Research.

What is the largest department at Lido Advisors?

The largest department at Lido Advisors is Finance with 5 employees.

Where are Lido Advisors employees located globally?

Lido Advisors has employees across 5 continents and 18 countries including India, Philippines, United Arab Emirates, Japan, Russian Federation.

How has Lido Advisors's team size changed over time?

Lido Advisors's team has grown from approximately 334 to 404 employees based on available data.

Learn more at LeadIQ.com

Lido Advisors Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

Lido Advisors provides financial services through a family-office–inspired model aimed at ultra-high-net-worth families, coordinating investment management with holistic financial planning. It maintains an in-house investment platform offering customized strategies, alternative investments, and opportunities in private equity and private debt, complemented by financial planning, tax consulting, and trust services. Founded in 1999 as a Registered Investment Advisor, the firm is based in Los Angeles, California, and operates offices across the United States.

The company sits in the financial services industry as a national wealth-advisory firm focused on sophisticated investing and integrated advisory services for affluent clients. In 2026 it announced leadership changes within the executive team as part of its ongoing growth and expanded reach.

Lido Advisors Global Highlights

North America
506

United States Of America
501
El Salvador
4
Mexico
1

Asia
39

India
34
Philippines
2
United Arab Emirates
1
Japan
1
Russian Federation
1

Europe
20

Latvia
7
France
4
United Kingdom Of Great Britain And Northern Ireland
4
Greece
1
Portugal
1
Iceland
1
Italy
1
Denmark
1

South America
2

Brazil
2

Lido Advisors's Leadership

N. A.
Chief Financial Officer
Mobile Phone
Email
L. K.
President
Mobile Phone
Email
M. R.
President
Mobile Phone
Email
O. Z.
Head Of Advanced Wealth Planning
Mobile Phone
Email
S. P.
Owner
Mobile Phone
Email
C. T.
Vice President, Wealth Advisor
Mobile Phone
Email
K. B.
Senior Vice President
Mobile Phone
Email
A. C.
Vice President, Portfolio Operations
Mobile Phone
Email

Lido Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Human Resources
Community & Social Services
Finance
Other

Contact profiles from Lido Advisors

Name

Title

Contact Info

Location

Last Update

L. K.
President
Mobile Phone
Email
Oct 17, 2024
M. R.
President
Mobile Phone
Email
Oct 21, 2024
N. A.
Chief Financial Officer
Mobile Phone
Email
Oct 16, 2024
S. P.
Owner
Mobile Phone
Email
Oct 17, 2024
C. T.
Vice President, Wealth Advisor
Mobile Phone
Email
Bay
Jun 28, 2026
K. B.
Senior Vice President
Mobile Phone
Email
Apr 16, 2026
A. C.
Vice President, Portfolio Operations
Mobile Phone
Email
Jul 01, 2026
O. Z.
Head Of Advanced Wealth Planning
Mobile Phone
Email
Jun 08, 2026
L. P.
Vice President, Human Resources
Mobile Phone
Email
May 29, 2026
M. G. C.
Vice President, Wealth Advisor
Mobile Phone
Email
Feb 09, 2026

Frequently Asked Questions

What is Lido Advisors known for?

Lido Advisors was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-310-278-****

. Explore Lido Advisors's company overview page for more information.

What is Lido Advisors's most common email format?

Lido Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lido Advisors email formats with LeadIQ.

How many employees does Lido Advisors have currently?

Lido Advisors has approximately 456 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Lido Advisors's key employees and leadership?

As of July 2026, Lido Advisors's key employees include:

Chief Financial Officer: N. A.
President: L. K.
President: M. R.
Head Of Advanced Wealth Planning: O. Z.
Owner: S. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Lido Advisors Employee Directory

Find Lido Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead