Merger · Adviser / wealth-management
Avitas Wealth Management, LLC
Transaction overview
Announced
Announced:
Exact closing date not established.
Lido Advisors announced that Avitas Wealth Management would merge into the firm. The announcement does not establish completion or an exact closing date.
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.
Source evidence
- Lido Advisors Announces Partnership with Avitas Wealth Management, a Southern California RIA Specializing in Multigenerational Families ↗
Lido Advisors · Published Dec 6, 2024
December6,2024 explicitLidoAdvisorsLLC mergingAvitasWealthManagementLLC futuretense, notcompleted. RAUMasofdatesnotprice.