Best Investors Account Sign in
Inactive

Katherine Ann Wohlt

Lido

Los Angeles, CA

Mequon, WI

CRD 5739048

Claim This Profile
Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-19
WI RA APPROVED 2025-03-19
  • CA RA
    APPROVED
    Since 2025-03-19
  • WI RA
    APPROVED
    Since 2025-03-19

Branch Locations

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

1555 West Towne Square Road, Mequon, WI 53092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pegasus Partners Ltd. Mequon WI 03/2015 12/2024
Lido Advisors, Llc Mequon WI 12/2024 Present
  • 03/2015 → 12/2024
    Pegasus Partners Ltd.
    Mequon, WI
  • 12/2024 → Present
    Lido Advisors, Llc
    Mequon, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-10
  • S65 Uniform Investment Adviser Law Examination
    2009-12-10

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor