Platte River Wealth Advisors

Transaction overview

Status: Announced

Exact closing date not established.

Lido Advisors, LLC announced a planned partnership with Platte River Wealth Advisors, a Louisville, Colorado advisory firm. Lido said all members of the Platte River team would join Lido and two principals would become partners. The announcement did not provide an exact closing date or ownership terms.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.