What departments does Lydian Wealth Management have?

Lydian Wealth Management has employees across 4 departments including Accounting, Engineering, Operations, Banking.

What is the largest department at Lydian Wealth Management?

The largest department at Lydian Wealth Management is Accounting with 1 employees.

Where are Lydian Wealth Management employees located globally?

Lydian Wealth Management has employees across 2 continents and 2 countries including Nigeria, United States Of America.

How has Lydian Wealth Management's team size changed over time?

Lydian Wealth Management's team has grown from approximately 12 to 13 employees based on available data.

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.

Lydian Wealth Management Global Highlights

North America
32

United States Of America
32

Africa
1

Nigeria
1

Lydian Wealth Management's Leadership

D. Z.
Chief Executive Officer
Mobile Phone
Email
M. H.
Administrative Director
Mobile Phone
Email
D. S.
Director
Mobile Phone
Email
J. S.
Director
Mobile Phone
Email
P. R.
Manager
Mobile Phone
Email
D. W.
Principal
Mobile Phone
Email
J. S.
Senior Associate
Mobile Phone
Email
T. F.
Senior Accountant
Mobile Phone
Email

Lydian Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Support
Administrative
Other
Consultant
Finance

Contact profiles from Lydian Wealth Management

Name

Title

Contact Info

Location

Last Update

M. R.
Intern
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
S. H.
Personal Banker
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024
W. S.
Journalist
Mobile Phone
Email
Oct 18, 2024
S. L.
Sprint Agent
Mobile Phone
Email
United StatesGeorgia
Aug 03, 2025
M. D.
Mobile Phone
Email
United StatesIowa
Feb 19, 2024

Frequently Asked Questions

What is Lydian Wealth Management known for?

Lydian Wealth Management was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 12505 Park Potomac Avenue Suite 400 Potomac, Maryland 20854 United States; you can contact the 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?

Lydian Wealth Management employees' email format typically follows the pattern of . 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?

Lydian Wealth Management has approximately 51 employees as of February 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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

Chief Executive Officer: D. Z.
Administrative Director: M. H.
Director: D. S.
Director: J. S.
Manager: P. R.

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Lydian Wealth Management Employee Directory

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