Lido Advisors, a wealth advisory firm with more than $29 billion in assets under management, has announced it will be partnering with Copperwynd Financial, a Scottsdale, Ariz., based registered investment adviser (RIA) focused on providing high-net-worth families with financial planning.
Copperwynd's entire team will be joining Lido, bringing their multi-generational advisory and support talent. Their advisers will all become Lido partners.
Houlihan Lokey, led by Matt Kempler, served as the exclusive financial adviser to Copperwynd.
