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- Custodian
- Apex · Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2015
- Office Locations
- 41
Office Locations
About Lido
Lido Advisors is a national private wealth manager serving high-net-worth families and individuals with a family-office style platform (Lido One) that coordinates investment management with tax consulting/prep, financial & estate planning, trust administration, liquidity and philanthropic planning. In-house investment capabilities and proprietary technology support specialized strategies, including alts and options. Recognized in 2025 by Barron’s and Forbes; offices across the U.S.
Reported data analysis
What the numbers show
Between October 9, 2025 and June 25, 2026, reported AUM increased 46.2%, from $29.1B to $42.5B.
Across 5 reported observations, AUM increased 284.6% between September 9, 2022 and June 25, 2026, from $11.1B to $42.5B.
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 235 advisory representatives and 13,802 clients, or 58.7 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 41 reported office locations and 11 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lido record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STACY LYNN BEATTIE
Advisor, CHIEF OPERATING OFFICER
- CRD
- #5401758
- Ownership
- Less than 5%
ALEXANDRA MARIE BROWNE
Advisor, Chief Development Officer, Senior Managing Director
- CRD
- #6397152
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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VIRGINIA ELIZABETH AARON
--
- CRD
- #5046672
RAUL ACEVEDO
--
- CRD
- #5166706
Showing 2 of 344 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,388,149,751 | $1,034,859 |
| Non-Discretionary | $1,116,822,677 | $501,717 |
| Total | $42,504,972,428 | $1,006,750 |
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Separately Managed Accounts
SMA allocation detail is available
Lido has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lido's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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