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Lydian Wealth Management Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Lydian Wealth Management operates in the financial services sector, delivering customized financial solutions to wealthy individuals and families through a family office approach. Its offering can be provided on bundled or unbundled terms and includes financial planning, legacy planning, investment oversight, and asset management. This setup aims to provide a true family office experience at a lower cost than a full internal family office. 

According to the provided materials, the firm is described as a subsidiary of RBC USA Holdco and an affiliate of City National Bank, situating it within a broader financial services network. It is headquartered in the Washington, DC metro area, with a Potomac, Maryland address, and maintains additional offices in New York City, Los Angeles, and Portland. A leadership change was noted in 2015 when John T. Elmes was appointed president.

Find Lydian Wealth Management employees' phone numbers or email addresses

Lydian Wealth Management Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Africa
1

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  • Nigeria
    1

Lydian Wealth Management's Leadership

  • Director at Lydian Wealth Management
    D. S.
    Director
    Mobile Phone
  • Manager at Lydian Wealth Management
    P. R.
    Manager
    Mobile Phone
  • Senior Associate at Lydian Wealth Management
    J. S.
    Senior Associate
    Mobile Phone
  • Journalist at Lydian Wealth Management
    W. S.
    Journalist
    Mobile Phone

Lydian Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Support
  • Other
  • Consultant
  • Finance
  • Community & Social Services

Contact profiles from Lydian Wealth Management

Name
Title
Contact
Location
Last Update
  • Director at Lydian Wealth Management
    D. S.
    Director
    Mobile Phone
    Oct 22, 2024
  • Manager at Lydian Wealth Management
    P. R.
    Manager
    Mobile Phone
    Oct 18, 2024
  • Senior Associate at Lydian Wealth Management
    J. S.
    Senior Associate
    Mobile Phone
    Jan 20, 2023
  • Journalist at Lydian Wealth Management
    W. S.
    Journalist
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Lydian Wealth Management known for?

Minus sign iconPlus sign iconLydian Wealth Management was founded in 1994 and operates in the Financial Services industry. You can contact Lydian Wealth Management's main corporate office by phone at
+1-301-770-****
. Explore Lydian Wealth Management's company overview page for more information.

What is Lydian Wealth Management's most common email format?

Minus sign iconPlus sign iconLydian Wealth Management employees' email format typically follows the pattern of First.Last@convergentwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Lydian Wealth Management email formats with LeadIQ.

How many employees does Lydian Wealth Management have currently?

Minus sign iconPlus sign iconLydian Wealth Management has approximately 51 employees as of July 2026. These team members are located across 2 continents, including North America and Africa.

Who are Lydian Wealth Management's key employees and leadership?

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As of July 2026, Lydian Wealth Management's key employees include:

  • Director: D. S.
  • Manager: P. R.
  • Senior Associate: J. S.
  • Journalist: W. S.

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