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Private Wealth Daily
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Lido Advisors

LOS ANGELES, CA
CRD: 269866
In network coverage since September 9, 2026 · 5 stories
$42.5BRegulatory AUMSEC Form ADV · Oct 24
437EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Sep 12 – Oct 24
Deal recordFull tracker →
Sep 8, 26Fund launchVanEck — coverage
Network coverage
Data

Steward CEO Jim Gold says RIA deal volume may run five times reported

His own firm's 12-month mix implies about 1.7 times the reported count; announced comps run from $330 million to $1 billion.
The Close · Oct 26Mariner seeks $150M term loan add-on, lifting debt to $1.3B
M&A · Oct 23Lido co-CEO floats cross-border wealth deals for $42.5B RIA
Custody & Infrastructure · Oct 1MetaMask pulls Ethereum staking systems after a security incident
RIA · Sep 9The RIA behind VanEck's first buffer ETF
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