Scottsdale HQ’d RIA with Over $720M in RAUM and Longstanding Presence in the Southwest
Lido Advisors, a leading wealth advisory firm with over $29 billion in RAUM*, announced today it will be partnering with Copperwynd Financial, a Scottsdale, AZ-based RIA focused on providing high-net-worth families with holistic and highly personalized financial planning.
“Copperwynd brings a deep dedication to clients and local communities,” said Ken Stern, CFP®, President of Lido. “We’re excited to unite our shared values to enhance and expand our wealth management services.”
“Our culture is rooted in integrity, service, and customization,” said David Daughtrey, CFA, CFP®, Co-Founder of Copperwynd with over $720 million in RAUM*. “Lido shares our values. Joining forces will give us access to significant resources and capacity to deliver financial peace of mind to our clients and their families, both existing and new.”
“This partnership strengthens our ongoing commitment to key markets in the Southwest and beyond—including Arizona, Utah and New Mexico,” added Stern. In addition to their Scottsdale headquarters, Copperwynd will bring Lido an office in greater Salt Lake City, Utah.
Copperwynd’s entire team will be joining Lido, bringing their multi-generational advisory and support talent. Their advisors will all become Lido partners. “By welcoming the strategic and high-impact team from Copperwynd to Lido, we’re poised to achieve great things together,” said Stern.
Houlihan Lokey, led by Matt Kempler, served as the exclusive financial advisor to Copperwynd.
*Regulatory Assets Under Management [RAUM] as of December, 31, 2024.