Lido Advisors Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering

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Oct 31, 2024, 09:30 ET

Independent Louisville, CO-Based RIA, with $600M in RAUM, Shares Lido's Client-First Philosophy; Lido Continues Strategic Nationwide Growth

LOS ANGELES, Oct. 31, 2024 /PRNewswire/ -- Lido Advisors, LLC (Lido), a leading wealth advisory firm with over $24 billion in regulatory assets under management (RAUM) as of September 30, 2024, announced today that it will be entering a partnership with Platte River Wealth Advisors (Platte River). Louisville, CO-based Platte River has over $600 million in RAUM as of October 30, 2024, and offers tailored financial strategies and solutions.

"We're excited to welcome the Platte River team to Lido Advisors, where growth-minded talent thrives. Our M&A strategy has always been about adding top-tier professionals and strategically expanding our geographic footprint in key regions, and this team embodies that vision," said Jason Ozur, CEO of Lido Advisors. "With experts like Tyler, a CPA and CFP, and Warren, a CFA, joining our already sophisticated team, we're bolstering our deep bench of experience. Lido was founded by CPA's and attorneys—and our roots have helped us prioritize talent that fuels long-term success. This addition is no exception."

All members of the Platte River team will join Lido. Tyler Olsen, CFP, CPA, President and Wealth Advisor and Warren Baker, CFA, Director of Investment Strategy will become partners at Lido.

Since 2021, Lido has combined its strong organic growth with strategic M&A opportunities which emphasize geographical and cultural alignment. The firm has grown by nearly $20 billion over this period.

"Lido Advisors believes, as we do, that clients do not need or want cookie-cutter solutions, and that bespoke financial advice and solutions can be delivered within a personalized, family office experience," said Tyler Olsen, CFP, CPA, President and Wealth Advisor of Platte River Wealth Advisors. "It is a natural fit for us to join with Lido, because like them, we bring the fiduciary's commitment to our clients in everything we do, along with a holistic approach and a personal touch. We're looking forward to the partnership and the additional services Lido can bring to our clients."

About Lido Advisors
Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California, with $24 billion in regulatory assets under management and 15 physical offices across the United States. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients' financial life partner. For more information, please visit www.lidoadvisors.com.

Lido Advisors, LLC is an investment advisor registered with the Securities & Exchange Commission. SEC registration does not denote competence, ability, or expertise. Please review our Form ADV, which provides this information, at adviserinfo.sec.gov, call us at (310) 278-8232, or mail us at 1875 Century Park East, Suite 950, Los Angeles, CA 90067 for a copy of our Form ADV.

Media Contact
Taylor Genovese
JConnelly for Lido Advisors
973.524.4949
[email protected]

SOURCE Lido Advisors