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Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
| UT | RA | APPROVED | 2025-09-15 |
| CA | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
6985 Union Park Center Suite 435, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olympus Wealth Management, Llc | Cottonwood Heights | UT | 01/2015 | 09/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 09/2025 | Present |
Member of several LLCs that hold investments related to Olympus Wealth Management; Cottonwood Heights, UT; less than 5 hours per month; duties require general oversight of business, making investment decisions, and filing necessary tax obligations. LLCs include: Olympus Wealth Management LLC, Olympus Wealth Holdings LLC, Olympus Lifecycle LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-03 |
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