Houlihan Lokey Advises Copperwynd Financial

Houlihan Lokey is pleased to announce that Copperwynd Financial, LLC (Copperwynd), an independent registered investment advisor (RIA), has been acquired by Lido Advisors, LLC (Lido), a nationally recognized wealth advisory firm. The transaction closed on June 13, 2025.

Lido, a leading wealth advisory firm with more than $29 billion in assets under management (AUM), announced today it will be partnering with Copperwynd, a Scottsdale, Arizona-based RIA with an office in Salt Lake City, Utah, with over $720 million in AUM focused on providing high-net-worth families with holistic and highly personalized financial planning.

Copperwynd’s entire team is joining Lido, bringing multi-generational advisory and support expertise, with all advisors becoming Lido partners. Alongside its Scottsdale headquarters, Copperwynd will also establish a Lido office in the greater Salt Lake City, Utah, area.

Lido’s partnership with Copperwynd underscores the growing strategic importance wealth management firms are placing on the Southwest region.

Houlihan Lokey served as the exclusive sellside advisor to Copperwynd.

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