Alyssa Lyndsey Weinberger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 07/2021
  Lido Consulting, Inc.
  Beverly Hills, CA
• 07/2015 → 11/2021
  Lido Advisors, Llc
  Beverly Hills, CA
• 11/2021 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 07/2021 → Present
  Lido Consulting Group, Llc
  Los Angees, CA

Other Businesses

1) LIDO CONSULTING GROUP LLC.; NON INVESTMENT RELATED; 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067; START DATE 05/2004; PROVIDING ADVICE TO FAMILY OFFICES & EDUCATION, CONSULTING SERVICES; DUTIES: NETWORKING, ORGANIZING LUNCHEONS AND ANNUAL CONFERENCE; DEVOTE APPROX. 40 HOURS PER MONTH, INCLUDING 8 HOURS DURING SECURITIES TRADING HOURS. 2) A MANAGING MEMBER OF LIDO FLAMINGO, LLC , 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067; 2013 TO PRESENT; INVESTMENT RELATED LIMITED LIABILITY COMPANIES THAT INVEST DIRECTLY IN REAL ESTATE AND IN LIMITED PARTNERSHIPS THAT INVEST IN REAL ESTATE; APPROX. 2 HOUR PER MONTH AND ZERO HOURS DURING TRADING HOURS. 3) MEMBER OF LIDO ADVISORS HOLDINGS, LLC (since 2015) AND LAL MANAGEMENT COLLECTOR, LLC (since 2021); 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067; HOLDING COMPANIES FOR LIDO ADVISORS, LLC SHARES AND EQUITY, APPROX. 2 HOURS PER MONTH AND ZERO DURING TRADING HOURS. 4) HBW FAMILY OFFICE LLC, SINCE 2021, LOS ANGELES, CA 90067; HOLDING COMPANY FOR INVESTMENTS, APPROX. 2 HOURS PER MONTH AND ZERO DURING TRADING HOURS. 5) MANAGING MEMBER OF WEINBERGER FAMILY QOZB, LLC AND WEINBERGER FAMILY QOF, LLC; SINCE 2025 IN LOS ANGELES, CA; HOLDING COMPANIES TO DIRECT BUSINESS AND HOLD PROPERTY IN QUALIFIED OPPORTUNITY ZONES; LESS THAN 5 HOURS PER MONTH WHICH MAY BE DURING TRADE HOURS

Designations

• Certified Financial Planner

Other Names

• Alyssa Lyndsey Ozur