Pat
Wahler

Lido

CRD#7706216
Investment Advisor
in Los Gatos, CA

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About this Advisor

Pat Wahler is a financial advisor based in Los Gatos, California, working with Lido. Pat has previously held positions at Lido Advisors, LLC and Enterprise Trust & Investment Company. Pat has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Pat is part of Lido, which operates out of Los Gatos, California. The firm has 32 offices and 214 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Lido includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15425 Los Gatos Blvd. Suite 150
Los Gatos, CA 95032

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Lido Brokerage Details

Total Assets Under Management

$19,656,367,238

CA Average: $7,578,581,321
Total Number of Employees

214

CA Average: 43
Total Number of Accounts

19,744

CA Average: 3,727
Average Account Size

$995,562

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Pat Wahler Work History

2022 - Present (3 years)

Lido Advisors, LLC

2013 - 2022 (9 years)

Enterprise Trust & Investment Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Pat Wahler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lido

Brian Mills
Los Angeles, CA
Sierra Argyle
Chicago, IL
Connor Maniatty
Los Angeles, CA
Olivia Zaiya
Los Angeles, CA
Dillon Gracey
Los Angeles, CA
Kevin Maldonado
Chicago, IL
Jeffrey Garden
Los Angeles, CA
Christopher Nolan
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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