What departments does Lido Advisors have?

Lido Advisors has employees across 5 departments including Finance, Operations, Human Resources, Accounting, Administrative.

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 6 continents and 15 countries including Nigeria, India, Russian Federation, Japan, Philippines.

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

Lido Advisors's team has grown from approximately 334 to 437 employees based on available data.

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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
494

United States Of America
493
El Salvador
1

Europe
12

Latvia
4
United Kingdom Of Great Britain And Northern Ireland
3
France
2
Serbia
1
Portugal
1
Denmark
1

Asia
9

India
5
Philippines
2
Russian Federation
1
Japan
1

Africa
1

Nigeria
1

South America
1

Brazil
1

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

Location

Last Update

E. H.
Director
Mobile Phone
Email
Oct 21, 2024
J. C.
Director
Mobile Phone
Email
Oct 23, 2024
J. M.
Director
Mobile Phone
Email
Aug 07, 2024
M. G.
Director
Mobile Phone
Email
Oct 22, 2024
Y. D.
Controller
Mobile Phone
Email
Oct 17, 2024
W. Y.
Director, Senior Wealth Advisor
Mobile Phone
Email
Japan
Feb 27, 2026
E. L.
General Manager
Mobile Phone
Email
Bermuda
Aug 02, 2026
G. V.
Senior Wealth Manager
Mobile Phone
Email
Oct 18, 2024
M. D.
Wealth Manager
Mobile Phone
Email
Oct 18, 2024
S. J.
Wealth Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Lido Advisors known for?

Lido Advisors was founded in 1999 and operates in the Financial Services industry. You can contact Lido Advisors's 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 FLast@lidoadvisors.com. 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 491 employees as of August 2026. These team members are located across 5 continents, including North America, Europe and Asia.

Who are Lido Advisors's key employees and leadership?

As of August 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.

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Lido Advisors Employee Directory

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