Lido Advisors, a wealth advisory firm with more than $24 billion in regulatory assets under management (RAUM) as of Sept. 30, has plans to enter a partnership with Platte River Wealth Advisors (Platte River), based in Louisville, Colo.
Platte River has more than $600 million in RAUM as of Oct. 30, and the firm offers tailored financial strategies and solutions. All members of the Platte River team will join Lido following the transaction.
“Lido Advisors believes, as we do, that clients do not need or want cookie-cutter solutions and that bespoke financial advice and solutions can be delivered within a personalized, family office experience,” said Tyler Olsen, president and wealth adviser of Platte River. “It is a natural fit for us to join with Lido, because like them, we bring the fiduciary's commitment to our clients in everything we do, along with a holistic approach and a personal touch. We're looking forward to the partnership and the additional services Lid
